S. R. Schill & Associates UNP UNION PAC CORP COM

Ownership history in S. R. Schill & Associates  ·  5 quarters on record

AI Ownership Summary

S. R. Schill & Associates reported UNION PAC CORP COM (UNP) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows UNP at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S. R. Schill & Associates's position in UNION PAC CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNP was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How S. R. Schill & Associates held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 886 -67 -7.0% 0.15% $215K 2026-05-01 $264.94
2025 Q1 ADDED 953 +128 +15.5% 0.18% $225K 2025-04-21 $209.98
2024 Q3 UNCHANGED 825 0% 0.14% $203K 2024-11-13 $231.05
2024 Q1 UNCHANGED 825 0% 0.09% $203K 2024-04-04 $228.79
2023 Q4 INITIATED 825 0.09% $203K 2024-01-30 $233.30

FAQ About S. R. Schill & Associates and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has S. R. Schill & Associates reported owning UNP?

S. R. Schill & Associates reported UNP across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNP position in S. R. Schill & Associates's portfolio?

The largest reported portfolio weight for UNP was 0.18% in 2025 Q1.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2026 Q1, when S. R. Schill & Associates reported 886 shares, equal to 0.15% of portfolio, with an estimated market value of $215K.

What does the chart on this UNP ownership page compare?

The chart compares S. R. Schill & Associates's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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