SSB
SCHW

Sandy Spring Bank’s Charles Schwab SCHW Stock Holding History

Sandy Spring 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
2023
Q2 		– Sell
-100
Closed -$5.24K – 1260
2023
Q1 		$5.24K Buy
+100
New +$7.32K ﹤0.01% 925

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sandy Spring Bank's SCHW Position: Q1 2025 in Review

Sandy Spring Bank reduced its Charles Schwab (SCHW) stake by 1.1% in Q1 2025, selling an estimated $102K and leaving 120,818 shares worth $9.46M. The position accounts for 0.4% of the portfolio, ranked #57.

Sandy Spring Bank first reported a position in SCHW in Q2 2015 and has held it in 40 quarters since. The position peaked at $10.8M in Q1 2022. 2,024 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

  • Sandy Spring Bank held 120,818 shares of Charles Schwab worth $9.46M as of Q1 2025.
  • Sandy Spring Bank sold 1,295 Charles Schwab shares in Q1 2025, an estimated $102K.
  • Charles Schwab made up 0.4% of Sandy Spring Bank's portfolio in Q1 2025, its #57 holding.
  • Sandy Spring Bank first reported a position in Charles Schwab in Q2 2015 and has held it in 40 quarters since.
  • Sandy Spring Bank's Charles Schwab position peaked at $10.8M in Q1 2022.
  • 2,024 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.