Charles Schwab
ISBA

Charles Schwab’s Isabella Bank ISBA Stock Holding History

Charles Schwab’s Portfolio ISBA Stock Details ISBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Buy
+20,321
New +$870K ﹤0.01% 3073

Other funds holding ISBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab's ISBA Position: Q2 2026 in Review

Charles Schwab opened a new position in Isabella Bank (ISBA) in Q2 2026: 20,321 shares worth $803K. The stake represents ﹤0.01% of the portfolio and ranks #3073 among its holdings.

59 funds tracked by Wall St. Rank hold ISBA as of Q2 2026.

  • Charles Schwab held 20,321 shares of Isabella Bank worth $803K as of Q2 2026.
  • Isabella Bank was a new Charles Schwab position in Q2 2026.
  • Isabella Bank made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3073 holding.
  • 59 funds tracked by Wall St. Rank held Isabella Bank as of Q2 2026.

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