Charles Schwab · UDR Holdings Trend
UDR · SEC 13F
Charles Schwab Holdings of UDR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 4.2M | $156M | — |
| 2024Q2 | 4.2M | $171M | +9.9% |
| 2024Q3 | 4.3M | $194M | +13.3% |
| 2024Q4 | 4.4M | $190M | -2.1% |
| 2025Q1 | 4.4M | $200M | +5.7% |
| 2025Q2 | 4.7M | $191M | -4.9% |
| 2025Q3 | 9.1M | $376M | +97.3% |
| 2025Q4 | 4.9M | $181M | -51.8% |
| 2026Q1 | 5.0M | $169M | -6.6% |
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Data source: SEC EDGAR Form 13F