Charles Schwab Investment Management Inc Uwm Holdings Corp Transaction History

Charles Schwab Investment Management Inc

$429 Billion
Q1 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Uwm Holdings Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 547,021 shares of UWMC stock, worth $3.79 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

547,021

Previous 531,715 2.88%

Holding current value

$3.79 Million

Previous $3.8 Million 4.47%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$6.1 - $7.62 $93,366 - $116,631	15,306 Added 2.88%	547,021 $3.97 Million
Q4 2023 Feb 06, 2024	BUY	$4.61 - $7.32 $54,015 - $85,768	11,717 Added 2.25%	531,715 $3.8 Million
Q3 2023 Nov 08, 2023	BUY	$4.79 - $6.84 $112,028 - $159,973	23,388 Added 4.71%	519,998 $2.52 Million
Q2 2023 Aug 09, 2023	BUY	$4.78 - $6.0 $8,049 - $10,104	1,684 Added 0.34%	496,610 $2.78 Million
Q1 2023 May 11, 2023	BUY	$3.4 - $4.91 $26,594 - $38,406	7,822 Added 1.61%	494,926 $2.43 Million

Q4 2022 Feb 13, 2023	BUY	$2.92 - $4.75 $22,142 - $36,019	7,583 Added 1.58%	487,104 $1.61 Million
Q3 2022 Nov 14, 2022	BUY	$0.22 - $4.06 $13,537 - $249,832	61,535 Added 14.72%	479,521 $1.41 Million
Q2 2022 Aug 15, 2022	SELL	$3.22 - $4.6 $117,980 - $168,544	-36,640 Reduced 8.06%	417,986 $1.48 Million
Q1 2022 May 13, 2022	BUY	$4.1 - $6.14 $47,178 - $70,652	11,507 Added 2.6%	454,626 $2.06 Million
Q4 2021 Feb 11, 2022	SELL	$5.52 - $7.25 $21,649 - $28,434	-3,922 Reduced 0.88%	443,119 $2.62 Million
Q3 2021 Nov 16, 2021	BUY	$6.76 - $8.22 $1.23 Million - $1.49 Million	181,796 Added 68.54%	447,041 $3.11 Million
Q2 2021 Aug 16, 2021	BUY	$6.72 - $10.22 $74,491 - $113,288	11,085 Added 4.36%	265,245 $2.24 Million
Q1 2021 May 17, 2021	BUY	$7.57 - $12.95 $1.92 Million - $3.29 Million	254,160 New	254,160 $2.02 Million

Others Institutions Holding UWMC

# of Institutions

203

Shares Held

41.1M

Call Options Held

2.78M

Put Options Held

501K

View Full List

About UWM Holdings Corp

Ticker UWMC
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 103,104,000
Market Cap $715M
Description
UWM Holdings Corporation engages in the residential mortgage lending business in the United States. The company originates mortgage loans through wholesale channel. It originates primarily conforming and government loans. UWM Holdings Corporation was founded in 1986 and is headquartered in Pontiac, Michigan.

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Charles Schwab Investment Management Inc Uwm Holdings Corp Transaction History