FB
SCHW

Fulton Bank’s Charles Schwab SCHW Stock Holding History

Fulton Bank’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 		$475K Sell
5,143
-5,340
-51% -$487K 0.01% 503
2026
Q1 		$985K Buy
10,483
+192
+2% +$18.8K 0.03% 305
2025
Q4 		$1.03M Buy
10,291
+1,719
+20% +$163K 0.04% 296
2025
Q3 		$818K Buy
8,572
+247
+3% +$23.4K 0.03% 328
2025
Q2 		$760K Sell
8,325
-688
-8% -$57.6K 0.03% 341
2025
Q1 		$706K Buy
9,013
+4,733
+111% +$371K 0.03% 340
2024
Q4 		$317K Buy
4,280
+16
+0.4% +$1.2K 0.01% 529
2024
Q3 		$276K Sell
4,264
-4,201
-50% -$276K 0.01% 566
2024
Q2 		$624K Sell
8,465
-468
-5% -$34.6K 0.03% 340
2024
Q1 		$646K Buy
8,933
+845
+10% +$55.6K 0.03% 343
2023
Q4 		$556K Buy
8,088
+3,172
+65% +$183K 0.03% 355
2023
Q3 		$270K Sell
4,916
-266
-5% -$16.1K 0.01% 477
2023
Q2 		$294K Sell
5,182
-1,581
-23% -$82.8K 0.01% 450
2023
Q1 		$354K Sell
6,763
-7,832
-54% -$574K 0.02% 390
2022
Q4 		$1.22M Buy
14,595
+3,295
+29% +$256K 0.07% 208
2022
Q3 		$812K Buy
11,300
+2,502
+28% +$174K 0.05% 239
2022
Q2 		$556K Sell
8,798
-511
-5% -$35.2K 0.03% 288
2022
Q1 		$785K Sell
9,309
-286
-3% -$25.2K 0.04% 265
2021
Q4 		$807K Buy
9,595
+158
+2% +$12.8K 0.04% 265
2021
Q3 		$687K Buy
9,437
+127
+1% +$9.07K 0.03% 278
2021
Q2 		$678K Buy
9,310
+232
+3% +$16.4K 0.03% 275
2021
Q1 		$592K Sell
9,078
-316
-3% -$19.2K 0.03% 277
2020
Q4 		$499K Sell
9,394
-185
-2% -$8.38K 0.03% 286
2020
Q3 		$347K Buy
9,579
+2,067
+28% +$71.9K 0.02% 312
2020
Q2 		$253K Buy
7,512
+1,206
+19% +$43.2K 0.02% 339
2020
Q1 		$212K Buy
6,306
+911
+17% +$38.2K 0.02% 343
2019
Q4 		$257K Sell
5,395
-1,982
-27% -$87.4K 0.02% 379
2019
Q3 		$309K Buy
+7,377
New +$298K 0.02% 319
2019
Q2 		– Sell
-5,811
Closed -$249K – 433
2019
Q1 		$249K Buy
5,811
+309
+6% +$14K 0.02% 352
2018
Q4 		$228K Sell
5,502
-1,736
-24% -$78.5K 0.02% 373
2018
Q3 		$355K Buy
7,238
+266
+4% +$13.6K 0.02% 348
2018
Q2 		$356K Sell
6,972
-740
-10% -$41K 0.02% 343
2018
Q1 		$403K Buy
7,712
+2,599
+51% +$139K 0.03% 323
2017
Q4 		$263K Hold
5,113
– – 0.02% 387
2017
Q3 		$224K Sell
5,113
-991
-16% -$41.1K 0.02% 406
2017
Q2 		$262K Buy
+6,104
New +$244K 0.02% 382
2017
Q1 		– Sell
-7,341
Closed -$290K – 432
2016
Q4 		$290K Sell
7,341
-219
-3% -$7.83K 0.03% 339
2016
Q3 		$239K Buy
+7,560
New +$222K 0.02% 360
2013
Q4 		– Sell
-21,890
Closed -$463K – 341
2013
Q3 		$463K Sell
21,890
-8,071
-27% -$175K 0.05% 208
2013
Q2 		$636K Buy
+29,961
New +$554K 0.08% 166

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Fulton Bank's SCHW Position: Q2 2026 in Review

Fulton Bank reduced its Charles Schwab (SCHW) stake by 51% in Q2 2026, selling an estimated $487K and leaving 5,143 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #503.

Fulton Bank first reported a position in SCHW in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.22M in Q4 2022. 503 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fulton Bank held 5,143 shares of Charles Schwab worth $475K as of Q2 2026.
  • Fulton Bank sold 5,340 Charles Schwab shares in Q2 2026, an estimated $487K.
  • Charles Schwab made up 0.01% of Fulton Bank's portfolio in Q2 2026, its #503 holding.
  • Fulton Bank first reported a position in Charles Schwab in Q2 2013 and has held it in 40 quarters since.
  • Fulton Bank's Charles Schwab position peaked at $1.22M in Q4 2022.
  • 503 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.