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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
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

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Arista Networks (ANET)
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)
Vanguard Index FDS McAp Vl Idxvip Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)

View all positions for First United Bank & Trust

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation