Charles Schwab’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Buy |
23,895
+1,522
| +7% | +$88.1K | ﹤0.01% | 2879 |
|
|
2026
Q1 | $1.21M | Sell |
22,373
-2,302
| -9% | -$128K | ﹤0.01% | 2853 |
|
|
2025
Q4 | $1.34M | Buy |
24,675
+2,510
| +11% | +$131K | ﹤0.01% | 2833 |
|
|
2025
Q3 | $1.14M | Sell |
22,165
-690
| -3% | -$35.3K | ﹤0.01% | 2907 |
|
|
2025
Q2 | $1.16M | Buy |
22,855
+689
| +3% | +$33K | ﹤0.01% | 2853 |
|
|
2025
Q1 | $1.05M | Buy |
22,166
+642
| +3% | +$31.7K | ﹤0.01% | 2822 |
|
|
2024
Q4 | $996K | Hold |
21,524
| – | – | ﹤0.01% | 2908 |
|
|
2024
Q3 | $981K | Hold |
21,524
| – | – | ﹤0.01% | 2922 |
|
|
2024
Q2 | $796K | Buy |
21,524
+825
| +4% | +$28.3K | ﹤0.01% | 3012 |
|
|
2024
Q1 | $776K | Hold |
20,699
| – | – | ﹤0.01% | 2868 |
|
|
2023
Q4 | $830K | Buy |
20,699
+16
| +0.1% | +$538 | ﹤0.01% | 2895 |
|
|
2023
Q3 | $621K | Hold |
20,683
| – | – | ﹤0.01% | 2966 |
|
|
2023
Q2 | $610K | Sell |
20,683
-305
| -1% | -$8.65K | ﹤0.01% | 2958 |
|
|
2023
Q1 | $640K | Buy |
20,988
+182
| +0.9% | +$6.23K | ﹤0.01% | 2873 |
|
|
2022
Q4 | $760K | Buy |
20,806
+786
| +4% | +$28.9K | ﹤0.01% | 2874 |
|
|
2022
Q3 | $647K | Buy |
20,020
+25
| +0.1% | +$830 | ﹤0.01% | 2928 |
|
|
2022
Q2 | $624K | Buy |
+19,995
| New | +$668K | ﹤0.01% | 2983 |
|
|
2021
Q2 | – | Sell |
-19,927
| Closed | -$493K | – | 3456 |
|
|
2021
Q1 | $493K | Hold |
19,927
| – | – | ﹤0.01% | 3081 |
|
|
2020
Q4 | $367K | Buy |
19,927
+1,181
| +6% | +$21.4K | ﹤0.01% | 3091 |
|
|
2020
Q3 | $268K | Sell |
18,746
-1,294
| -6% | -$20.1K | ﹤0.01% | 3069 |
|
|
2020
Q2 | $330K | Hold |
20,040
| – | – | ﹤0.01% | 2998 |
|
|
2020
Q1 | $311K | Hold |
20,040
| – | – | ﹤0.01% | 2882 |
|
|
2019
Q4 | $528K | Hold |
20,040
| – | – | ﹤0.01% | 2802 |
|
|
2019
Q3 | $483K | Hold |
20,040
| – | – | ﹤0.01% | 2816 |
|
|
2019
Q2 | $471K | Buy |
20,040
+1,031
| +5% | +$23.4K | ﹤0.01% | 2839 |
|
|
2019
Q1 | $381K | Hold |
19,009
| – | – | ﹤0.01% | 2859 |
|
|
2018
Q4 | $371K | Buy |
19,009
+1,840
| +11% | +$38.1K | ﹤0.01% | 2865 |
|
|
2018
Q3 | $398K | Buy |
17,169
+900
| +6% | +$21.2K | ﹤0.01% | 2913 |
|
|
2018
Q2 | $423K | Buy |
16,269
+1,468
| +10% | +$37.9K | ﹤0.01% | 2851 |
|
|
2018
Q1 | $373K | Sell |
14,801
-2,477
| -14% | -$59.6K | ﹤0.01% | 2810 |
|
|
2017
Q4 | $383K | Buy |
17,278
+5,678
| +49% | +$128K | ﹤0.01% | 2798 |
|
|
2017
Q3 | $264K | Hold |
11,600
| – | – | ﹤0.01% | 2924 |
|
|
2017
Q2 | $268K | Hold |
11,600
| – | – | ﹤0.01% | 2913 |
|
|
2017
Q1 | $302K | Hold |
11,600
| – | – | ﹤0.01% | 2820 |
|
|
2016
Q4 | $276K | Hold |
11,600
| – | – | ﹤0.01% | 2873 |
|
|
2016
Q3 | $273K | Hold |
11,600
| – | – | ﹤0.01% | 2816 |
|
|
2016
Q2 | $273K | Hold |
11,600
| – | – | ﹤0.01% | 2817 |
|
|
2016
Q1 | $266K | Hold |
11,600
| – | – | ﹤0.01% | 2810 |
|
|
2015
Q4 | $291K | Hold |
11,600
| – | – | ﹤0.01% | 2875 |
|
|
2015
Q3 | $273K | Sell |
11,600
-15,510
| -57% | -$350K | ﹤0.01% | 2866 |
|
|
2015
Q2 | $636K | Hold |
27,110
| – | – | ﹤0.01% | 2588 |
|
|
2015
Q1 | $587K | Hold |
27,110
| – | – | ﹤0.01% | 2577 |
|
|
2014
Q4 | $650K | Buy |
27,110
+3,456
| +15% | +$78.1K | ﹤0.01% | 2530 |
|
|
2014
Q3 | $520K | Buy |
23,654
+2,674
| +13% | +$60.2K | ﹤0.01% | 2575 |
|
|
2014
Q2 | $494K | Buy |
+20,980
| New | +$485K | ﹤0.01% | 2631 |
|
Other funds holding FBIZ
FBFS
BFC
CCM
Charles Schwab's FBIZ Position: Q2 2026 in Review
Charles Schwab increased its First Business Financial Services (FBIZ) stake by 6.8% in Q2 2026, buying an estimated $88.1K and bringing the position to 23,895 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2879.
Charles Schwab first reported a position in FBIZ in Q2 2014 and has held it in 45 quarters since. 142 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.
- Charles Schwab held 23,895 shares of First Business Financial Services worth $1.51M as of Q2 2026.
- Charles Schwab bought 1,522 First Business Financial Services shares in Q2 2026, an estimated $88.1K.
- First Business Financial Services made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2879 holding.
- Charles Schwab first reported a position in First Business Financial Services in Q2 2014 and has held it in 45 quarters since.
- 142 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.