FMTCOCP
SCHW

Farmers & Merchants Trust Co of Chambersburg PA’s Charles Schwab SCHW Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-273
Closed -$19K – 486
2023
Q4 		$19K Buy
273
+158
+137% +$9.13K 0.01% 275
2023
Q3 		$6K Hold
115
– – ﹤0.01% 321
2023
Q2 		$7K Buy
+115
New +$6.02K ﹤0.01% 319

Other funds holding SCHW

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's SCHW Position: Q1 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 273 shares — an estimated $19K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in SCHW in Q2 2023 and held it in 3 quarters. The position peaked at $19K in Q4 2023. 1,877 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 273 Charles Schwab shares in Q1 2024, an estimated $19K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Charles Schwab in Q2 2023 and held it in 3 quarters.
  • Farmers & Merchants Trust Co of Chambersburg PA's Charles Schwab position peaked at $19K in Q4 2023.
  • 1,877 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2024, filed 26 Apr 2024.