Fulton Bank, N.A.

Position in SCHW — Schwab Charles Corp

CIK 883782 Lancaster, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$474,544

-$510,648 QoQ

Shares Held

5,143

-50.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,534

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fulton Bank, N.A. holds $13,789,148 across 9 Capital Markets names. SCHW ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	27,755	$5,801,904
2	GS	Goldman Sachs Group Inc	3,516	$3,555,976
3	LPLA	LPL Financial Holdings Inc.	4,951	$1,394,596
4	HLI	Houlihan Lokey, Inc.	5,696	$764,004
5	HOOD	Robinhood Markets, Inc.	5,202	$521,656
6	IBKR	Interactive Brokers Group, Inc.	5,759	$501,263
7	SCHW	Schwab Charles Corp This page	5,143	$474,544
8	MC	Moelis & Co	6,931	$453,426

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$474,544	5,143	-50.9%	Shares	Sole	2026-07-09
2026-03-31	$985,192	10,483	+1.9%	Shares	Sole	2026-04-24
2025-12-31	$1,028,173	10,291	+20.1%	Shares	Sole	2026-01-08
2025-09-30	$818,368	8,572	+3.0%	Shares	Sole	2025-10-21
2025-06-30	$759,572	8,325	-7.6%	Shares	Sole	2025-07-10
2025-03-31	$705,537	9,013	+110.6%	Shares	Sole	2025-04-09
2024-12-31	$316,762	4,280	+0.4%	Shares	Sole	2025-01-08
2024-09-30	$276,349	4,264	-49.6%	Shares	Sole	2024-10-07
2024-06-30	$623,785	8,465	-5.2%	Shares	Sole	2024-07-09
2024-03-31	$646,213	8,933	+10.4%	Shares	Sole	2024-04-10
2023-12-31	$556,454	8,088	+64.5%	Shares	Sole	2024-01-24
2023-09-30	$269,888	4,916	-5.1%	Shares	Sole	2023-10-04
2023-06-30	$293,715	5,182	-23.4%	Shares	Sole	2023-07-06
2023-03-31	$354,245	6,763	-53.7%	Shares	Sole	2023-04-06
2022-12-31	$1,215,179	14,595	+29.2%	Shares	Sole	2023-01-05
2022-09-30	$812,130	11,300	+28.4%	Shares	Sole	2022-10-04
2022-06-30	$555,857	8,798	-5.5%	Shares	Sole	2022-07-07
2022-03-31	$784,841	9,309	-3.0%	Shares	Sole	2022-04-05
2021-12-31	$806,938	9,595	+1.7%	Shares	Sole	2022-01-05
2021-09-30	$687,390	9,437	+1.4%	Shares	Sole	2021-10-05
2021-06-30	$677,860	9,310	+2.6%	Shares	Sole	2021-07-06
2021-03-31	$591,703	9,078	-3.4%	Shares	Sole	2021-04-05
2020-12-31	$498,257	9,394	-1.9%	Shares	Sole	2021-01-07
2020-09-30	$347,046	9,579	+27.5%	Shares	Sole	2020-10-06
2020-06-30	$253,454	7,512	+19.1%	Shares	Sole	2020-07-06
2020-03-31	$212,007	6,306	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.