Charles Schwab
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Charles Schwab’s First United FUNC Stock Holding History

Charles Schwab’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$557K Buy
2021
Q2 		– Sell
2021
Q1 		$299K Hold
2020
Q4 		$263K Hold
2020
Q3 		$199K Hold
2020
Q2 		$227K Buy
2019
Q2 		– Sell
2019
Q1 		$264K Hold
2018
Q4 		$244K Hold
2018
Q3 		$288K Hold
2018
Q2 		$313K Buy