Charles Schwab’s Eagle Bancorp Montana EBMT Stock Holding History

Charles Schwab’s Portfolio EBMT Stock Details EBMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$500K	Buy	20,907 +2,571	+14%	+$57.7K	﹤0.01%	3231
2026 Q1	$377K	Sell	18,336 -2,742	-13%	-$58.5K	﹤0.01%	3192
2025 Q4	$419K	Hold	21,078	–	–	﹤0.01%	3204
2025 Q3	$364K	Hold	21,078	–	–	﹤0.01%	3261
2025 Q2	$351K	Buy	+21,078	New	+$354K	﹤0.01%	3270
2021 Q2	–	Sell	-16,186	Closed	-$394K	–	3447
2021 Q1	$394K	Hold	16,186	–	–	﹤0.01%	3163
2020 Q4	$344K	Buy	16,186 +1,126	+7%	+$22.8K	﹤0.01%	3108
2020 Q3	$266K	Sell	15,060 -1,111	-7%	-$18.8K	﹤0.01%	3076
2020 Q2	$282K	Buy	+16,171	New	+$276K	﹤0.01%	3072

Other funds holding EBMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's EBMT Position: Q2 2026 in Review

Charles Schwab increased its Eagle Bancorp Montana (EBMT) stake by 14% in Q2 2026, buying an estimated $57.7K and bringing the position to 20,907 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Charles Schwab first reported a position in EBMT in Q2 2020 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold EBMT as of Q2 2026.

Charles Schwab held 20,907 shares of Eagle Bancorp Montana worth $500K as of Q2 2026.
Charles Schwab bought 2,571 Eagle Bancorp Montana shares in Q2 2026, an estimated $57.7K.
Eagle Bancorp Montana made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3231 holding.
Charles Schwab first reported a position in Eagle Bancorp Montana in Q2 2020 and has held it in 9 quarters since.
103 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2026.

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