First Community Trust’s Charles Schwab SCHW Stock Holding History

First Community Trust’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
2025 Q1	–	Sell	-188	Closed	-$13.9K	–	327
2024 Q4	$13.9K	Hold	188	–	–	0.01%	258
2024 Q3	$12.2K	Hold	188	–	–	0.01%	263
2024 Q2	$13.9K	Hold	188	–	–	0.01%	244
2024 Q1	$13.6K	Hold	188	–	–	0.01%	223
2023 Q4	$12.9K	Hold	188	–	–	0.01%	223
2023 Q3	$10.3K	Hold	188	–	–	0.01%	232
2023 Q2	$10.7K	Hold	188	–	–	0.01%	234
2023 Q1	$9.85K	Hold	188	–	–	0.01%	234
2022 Q4	$16K	Hold	188	–	–	0.02%	220
2022 Q3	$14K	Hold	188	–	–	0.02%	208
2022 Q2	$12K	Hold	188	–	–	0.01%	268
2022 Q1	$16K	Hold	188	–	–	0.02%	257
2021 Q4	$15.8K	Buy	+188	New	+$15.2K	0.01%	266

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Community Trust's SCHW Position: Q1 2025 in Review

First Community Trust sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 188 shares — an estimated $13.9K sold.

First Community Trust first reported a position in SCHW in Q4 2021 and held it in 13 quarters. The position peaked at $16K in Q4 2022. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

First Community Trust reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
First Community Trust sold 188 Charles Schwab shares in Q1 2025, an estimated $13.9K.
First Community Trust first reported a position in Charles Schwab in Q4 2021 and held it in 13 quarters.
First Community Trust's Charles Schwab position peaked at $16K in Q4 2022.
2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on First Community Trust's 13F filing for Q1 2025, filed 8 Apr 2025.