Charles Schwab Corporation shares owned by First United Bank & Trust
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by First United Bank & Trust
from 13F filings
Historical chart of First United Bank & Trust investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by First United Bank & Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by First United Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9k | 93 | 95.47 |
| 2025-06-30 | $8.5k | 93 | 91.24 |
| 2025-03-31 | $7.3k | 93 | 78.28 |
| 2024-12-31 | $4.8k | 65 | 74.02 |
| 2024-09-30 | $4.2k | 65 | 64.82 |
| 2024-06-30 | $4.8k | 65 | 73.69 |
| 2024-03-31 | $4.7k | 65 | 72.34 |
| 2023-12-31 | $4.5k | 65 | 68.80 |