First United Bank & Trust’s Charles Schwab SCHW Stock Holding History

First United Bank & 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
2026 Q2	$16K	Buy	173 +80	+86%	+$7.3K	﹤0.01%	316
2026 Q1	$8.74K	Hold	93	–	–	﹤0.01%	331
2025 Q4	$9.29K	Hold	93	–	–	﹤0.01%	322
2025 Q3	$8.88K	Hold	93	–	–	﹤0.01%	339
2025 Q2	$8.48K	Hold	93	–	–	﹤0.01%	315
2025 Q1	$7.28K	Buy	93 +28	+43%	+$2.2K	﹤0.01%	328
2024 Q4	$4.81K	Hold	65	–	–	﹤0.01%	344
2024 Q3	$4.21K	Hold	65	–	–	﹤0.01%	351
2024 Q2	$4.79K	Hold	65	–	–	﹤0.01%	361
2024 Q1	$4.7K	Hold	65	–	–	﹤0.01%	377
2023 Q4	$4.47K	Buy	+65	New	+$3.75K	﹤0.01%	395

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

First United Bank & Trust's SCHW Position: Q2 2026 in Review

First United Bank & Trust increased its Charles Schwab (SCHW) stake by 86% in Q2 2026, buying an estimated $7.3K and bringing the position to 173 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

First United Bank & Trust first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

First United Bank & Trust held 173 shares of Charles Schwab worth $16K as of Q2 2026.
First United Bank & Trust bought 80 Charles Schwab shares in Q2 2026, an estimated $7.3K.
Charles Schwab made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #316 holding.
First United Bank & Trust first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.