Charles Schwab’s Community West Bancshares CWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.87M | Buy |
69,767
+27,184
| +64% | +$662K | ﹤0.01% | 2812 |
|
|
2026
Q1 | $992K | Sell |
42,583
-5,586
| -12% | -$131K | ﹤0.01% | 2907 |
|
|
2025
Q4 | $1.08M | Sell |
48,169
-521
| -1% | -$11.4K | ﹤0.01% | 2896 |
|
|
2025
Q3 | $1.01M | Sell |
48,690
-1,469
| -3% | -$30.2K | ﹤0.01% | 2951 |
|
|
2025
Q2 | $979K | Buy |
50,159
+1,712
| +4% | +$30.4K | ﹤0.01% | 2903 |
|
|
2025
Q1 | $895K | Buy |
48,447
+28
| +0.1% | +$525 | ﹤0.01% | 2878 |
|
|
2024
Q4 | $938K | Buy |
48,419
+1,623
| +3% | +$32.3K | ﹤0.01% | 2938 |
|
|
2024
Q3 | $901K | Sell |
46,796
-669
| -1% | -$13.2K | ﹤0.01% | 2947 |
|
|
2024
Q2 | $878K | Buy |
47,465
+20,622
| +77% | +$362K | ﹤0.01% | 2986 |
|
|
2024
Q1 | $534K | Hold |
26,843
| – | – | ﹤0.01% | 3000 |
|
|
2023
Q4 | $600K | Hold |
26,843
| – | – | ﹤0.01% | 3004 |
|
|
2023
Q3 | $379K | Hold |
26,843
| – | – | ﹤0.01% | 3149 |
|
|
2023
Q2 | $415K | Buy |
+26,843
| New | +$416K | ﹤0.01% | 3141 |
|
|
2021
Q2 | – | Sell |
-26,361
| Closed | -$486K | – | 3441 |
|
|
2021
Q1 | $486K | Hold |
26,361
| – | – | ﹤0.01% | 3086 |
|
|
2020
Q4 | $393K | Hold |
26,361
| – | – | ﹤0.01% | 3069 |
|
|
2020
Q3 | $326K | Hold |
26,361
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q2 | $406K | Sell |
26,361
-1,322
| -5% | -$18.3K | ﹤0.01% | 2913 |
|
|
2020
Q1 | $361K | Hold |
27,683
| – | – | ﹤0.01% | 2819 |
|
|
2019
Q4 | $600K | Hold |
27,683
| – | – | ﹤0.01% | 2754 |
|
|
2019
Q3 | $564K | Hold |
27,683
| – | – | ﹤0.01% | 2756 |
|
|
2019
Q2 | $595K | Buy |
27,683
+1,428
| +5% | +$28.5K | ﹤0.01% | 2738 |
|
|
2019
Q1 | $514K | Buy |
26,255
+788
| +3% | +$15.4K | ﹤0.01% | 2760 |
|
|
2018
Q4 | $481K | Hold |
25,467
| – | – | ﹤0.01% | 2784 |
|
|
2018
Q3 | $551K | Hold |
25,467
| – | – | ﹤0.01% | 2802 |
|
|
2018
Q2 | $539K | Sell |
25,467
-7,869
| -24% | -$165K | ﹤0.01% | 2783 |
|
|
2018
Q1 | $653K | Hold |
33,336
| – | – | ﹤0.01% | 2658 |
|
|
2017
Q4 | $673K | Buy |
33,336
+5,100
| +18% | +$104K | ﹤0.01% | 2642 |
|
|
2017
Q3 | $630K | Hold |
28,236
| – | – | ﹤0.01% | 2654 |
|
|
2017
Q2 | $626K | Hold |
28,236
| – | – | ﹤0.01% | 2621 |
|
|
2017
Q1 | $579K | Hold |
28,236
| – | – | ﹤0.01% | 2599 |
|
|
2016
Q4 | $564K | Hold |
28,236
| – | – | ﹤0.01% | 2609 |
|
|
2016
Q3 | $448K | Buy |
28,236
+14,736
| +109% | +$223K | ﹤0.01% | 2647 |
|
|
2016
Q2 | $189K | Buy |
+13,500
| New | +$172K | ﹤0.01% | 2961 |
|
Other funds holding CWBC
SFM
BAG
PMG
Charles Schwab's CWBC Position: Q2 2026 in Review
Charles Schwab increased its Community West Bancshares (CWBC) stake by 64% in Q2 2026, buying an estimated $662K and bringing the position to 69,767 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2812.
Charles Schwab first reported a position in CWBC in Q2 2016 and has held it in 33 quarters since. 148 funds tracked by Wall St. Rank hold CWBC as of Q2 2026.
- Charles Schwab held 69,767 shares of Community West Bancshares worth $1.87M as of Q2 2026.
- Charles Schwab bought 27,184 Community West Bancshares shares in Q2 2026, an estimated $662K.
- Community West Bancshares made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2812 holding.
- Charles Schwab first reported a position in Community West Bancshares in Q2 2016 and has held it in 33 quarters since.
- 148 funds tracked by Wall St. Rank held Community West Bancshares as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.