First National Bank of Hutchinson’s Charles Schwab SCHW Stock Holding History

First National Bank of Hutchinson’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
2023 Q1	–	Sell	-7,707	Closed	-$642K	–	112
2022 Q4	$642K	Buy	7,707 +697	+10%	+$54.1K	0.54%	37
2022 Q3	$504K	Sell	7,010 -476	-6%	-$33K	0.4%	49
2022 Q2	$473K	Buy	7,486 +13	+0.2%	+$897	0.35%	56
2022 Q1	$630K	Buy	+7,473	New	+$657K	0.37%	50
2019 Q3	–	Sell	-13,456	Closed	-$588K	–	93
2019 Q2	$588K	Sell	13,456 -2,635	-16%	-$115K	0.35%	35
2019 Q1	$712K	Sell	16,091 -1,942	-11%	-$87.7K	0.42%	29
2018 Q4	$749K	Sell	18,033 -46	-0.3%	-$2.08K	0.51%	23
2018 Q3	$889K	Buy	18,079 +1,859	+11%	+$94.9K	0.51%	27
2018 Q2	$829K	Buy	16,220 +431	+3%	+$23.9K	0.52%	29
2018 Q1	$825K	Sell	15,789 -94	-0.6%	-$5.04K	0.52%	26
2017 Q4	$816K	Sell	15,883 -58	-0.4%	-$2.73K	0.48%	24
2017 Q3	$709K	Sell	15,941 -805	-5%	-$33.4K	0.44%	33
2017 Q2	$719K	Buy	16,746 +14	+0.1%	+$560	0.46%	31
2017 Q1	$683K	Sell	16,732 -9,509	-36%	-$393K	0.4%	30
2016 Q4	$1.04M	Buy	26,241 +7,395	+39%	+$264K	0.63%	17
2016 Q3	$578K	Buy	+18,846	New	+$553K	0.37%	39

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First National Bank of Hutchinson's SCHW Position: Q1 2023 in Review

First National Bank of Hutchinson sold out of Charles Schwab (SCHW) in Q1 2023, closing a stake of 7,707 shares — an estimated $642K sold.

First National Bank of Hutchinson first reported a position in SCHW in Q3 2016 and held it in 16 quarters. The position peaked at $1.04M in Q4 2016. 1,672 funds tracked by Wall St. Rank hold SCHW as of Q1 2023.

First National Bank of Hutchinson reported no remaining Charles Schwab position as of Q1 2023 after selling out during the quarter.
First National Bank of Hutchinson sold 7,707 Charles Schwab shares in Q1 2023, an estimated $642K.
First National Bank of Hutchinson first reported a position in Charles Schwab in Q3 2016 and held it in 16 quarters.
First National Bank of Hutchinson's Charles Schwab position peaked at $1.04M in Q4 2016.
1,672 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2023.

Based on First National Bank of Hutchinson's 13F filing for Q1 2023, filed 25 Apr 2023.