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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $4.7k 65 72.34
2023-12-31 $4.5k 65 68.80

More positions owned by First United Bank & Trust

Invesco QQQ Unit Series 1 Unit Ser 1 (QQQ)
Vanguard Value ETF Value Etf (VTV)
Apple (AAPL)
Vanguard Index FDS S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard Growth ETF Growth Etf (VUG)
Microsoft Corporation (MSFT)
iShares Select Dividend ETF Select Divid Etf (DVY)
Flexshares Stoxx US ESG Impact Index Stox Us Esg Slct (ESG)
Invesco S&P 500 Garp ETF S&p 500 Garp Etf (SPGP)
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Erie Indty Co CL A Cl A (ERIE)
Lowe's Companies (LOW)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for First United Bank & Trust

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation