Charles Schwab
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Charles Schwab’s Citizens Community Bancorp CZWI Stock Holding History

Charles Schwab’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$718K Buy
30,693
+2,862
+10% +$60K ﹤0.01% 3121
2026
Q1 		$551K Sell
27,831
-4,371
-14% -$80.4K ﹤0.01% 3079
2025
Q4 		$574K Buy
32,202
+5,000
+18% +$83.8K ﹤0.01% 3117
2025
Q3 		$437K Hold
27,202
– – ﹤0.01% 3207
2025
Q2 		$375K Buy
+27,202
New +$386K ﹤0.01% 3238

Other funds holding CZWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Charles Schwab's CZWI Position: Q2 2026 in Review

Charles Schwab increased its Citizens Community Bancorp (CZWI) stake by 10% in Q2 2026, buying an estimated $60K and bringing the position to 30,693 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #3121.

Charles Schwab first reported a position in CZWI in Q2 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold CZWI as of Q2 2026.

  • Charles Schwab held 30,693 shares of Citizens Community Bancorp worth $718K as of Q2 2026.
  • Charles Schwab bought 2,862 Citizens Community Bancorp shares in Q2 2026, an estimated $60K.
  • Citizens Community Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3121 holding.
  • Charles Schwab first reported a position in Citizens Community Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.