Fulton Bank’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
8,325
-688
| -8% | -$62.8K | 0.03% | 341 |
|
|
2025
Q1 | $706K | Buy |
9,013
+4,733
| +111% | +$370K | 0.03% | 340 |
|
|
2024
Q4 | $317K | Buy |
4,280
+16
| +0.4% | +$1.18K | 0.01% | 529 |
|
|
2024
Q3 | $276K | Sell |
4,264
-4,201
| -50% | -$272K | 0.01% | 566 |
|
|
2024
Q2 | $624K | Sell |
8,465
-468
| -5% | -$34.5K | 0.03% | 340 |
|
|
2024
Q1 | $646K | Buy |
8,933
+845
| +10% | +$61.1K | 0.03% | 343 |
|
|
2023
Q4 | $556K | Buy |
8,088
+3,172
| +65% | +$218K | 0.03% | 355 |
|
|
2023
Q3 | $270K | Sell |
4,916
-266
| -5% | -$14.6K | 0.01% | 477 |
|
|
2023
Q2 | $294K | Sell |
5,182
-1,581
| -23% | -$89.6K | 0.01% | 450 |
|
|
2023
Q1 | $354K | Sell |
6,763
-7,832
| -54% | -$410K | 0.02% | 390 |
|
|
2022
Q4 | $1.22M | Buy |
14,595
+3,295
| +29% | +$274K | 0.07% | 208 |
|
|
2022
Q3 | $812K | Buy |
11,300
+2,502
| +28% | +$180K | 0.05% | 239 |
|
|
2022
Q2 | $556K | Sell |
8,798
-511
| -5% | -$32.3K | 0.03% | 288 |
|
|
2022
Q1 | $785K | Sell |
9,309
-286
| -3% | -$24.1K | 0.04% | 265 |
|
|
2021
Q4 | $807K | Buy |
9,595
+158
| +2% | +$13.3K | 0.04% | 265 |
|
|
2021
Q3 | $687K | Buy |
9,437
+127
| +1% | +$9.25K | 0.03% | 278 |
|
|
2021
Q2 | $678K | Buy |
9,310
+232
| +3% | +$16.9K | 0.03% | 275 |
|
|
2021
Q1 | $592K | Sell |
9,078
-316
| -3% | -$20.6K | 0.03% | 277 |
|
|
2020
Q4 | $499K | Sell |
9,394
-185
| -2% | -$9.83K | 0.03% | 286 |
|
|
2020
Q3 | $347K | Buy |
9,579
+2,067
| +28% | +$74.9K | 0.02% | 312 |
|
|
2020
Q2 | $253K | Buy |
7,512
+1,206
| +19% | +$40.6K | 0.02% | 339 |
|
|
2020
Q1 | $212K | Buy |
6,306
+911
| +17% | +$30.6K | 0.02% | 343 |
|
|
2019
Q4 | $257K | Sell |
5,395
-1,982
| -27% | -$94.4K | 0.02% | 379 |
|
|
2019
Q3 | $309K | Buy |
+7,377
| New | +$309K | 0.02% | 319 |
|
|
2019
Q2 | – | Sell |
-5,811
| Closed | -$249K | – | 433 |
|
|
2019
Q1 | $249K | Buy |
5,811
+309
| +6% | +$13.2K | 0.02% | 352 |
|
|
2018
Q4 | $228K | Sell |
5,502
-1,736
| -24% | -$71.9K | 0.02% | 373 |
|
|
2018
Q3 | $355K | Buy |
7,238
+266
| +4% | +$13K | 0.02% | 348 |
|
|
2018
Q2 | $356K | Sell |
6,972
-740
| -10% | -$37.8K | 0.02% | 343 |
|
|
2018
Q1 | $403K | Buy |
7,712
+2,599
| +51% | +$136K | 0.03% | 323 |
|
|
2017
Q4 | $263K | Hold |
5,113
| – | – | 0.02% | 387 |
|
|
2017
Q3 | $224K | Sell |
5,113
-991
| -16% | -$43.4K | 0.02% | 406 |
|
|
2017
Q2 | $262K | Buy |
+6,104
| New | +$262K | 0.02% | 382 |
|
|
2017
Q1 | – | Sell |
-7,341
| Closed | -$290K | – | 432 |
|
|
2016
Q4 | $290K | Sell |
7,341
-219
| -3% | -$8.65K | 0.03% | 339 |
|
|
2016
Q3 | $239K | Buy |
+7,560
| New | +$239K | 0.02% | 360 |
|
|
2013
Q4 | – | Sell |
-21,890
| Closed | -$463K | – | 341 |
|
|
2013
Q3 | $463K | Sell |
21,890
-8,071
| -27% | -$171K | 0.05% | 208 |
|
|
2013
Q2 | $636K | Buy |
+29,961
| New | +$636K | 0.08% | 166 |
|