Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,962
+$7,222 QoQ
Shares Held
173
+86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,184
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST UNITED BANK & TRUST holds $385,191 across 10 Capital Markets names. SCHW ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
627 | $131,068 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
6,040 | $80,392 | |
| 3 | GS |
Goldman Sachs Group Inc
|
66 | $66,750 | |
| 4 | WULF |
Terawulf Inc.
|
2,540 | $62,738 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
173 | $15,962 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
100 | $10,028 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
100 | $6,263 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
64 | $5,570 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,962 | 173 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,740 | 93 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,291 | 93 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,878 | 93 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,485 | 93 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,280 | 93 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,810 | 65 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,212 | 65 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,789 | 65 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,702 | 65 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,472 | 65 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||