Charles Schwab’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.28M | Buy |
144,188
+3,742
| +3% | +$197K | ﹤0.01% | 2249 |
|
|
2026
Q1 | $7.09M | Buy |
140,446
+7,158
| +5% | +$368K | ﹤0.01% | 2247 |
|
|
2025
Q4 | $6.41M | Sell |
133,288
-74
| -0.1% | -$3.41K | ﹤0.01% | 2337 |
|
|
2025
Q3 | $6M | Buy |
133,362
+511
| +0.4% | +$24.3K | ﹤0.01% | 2354 |
|
|
2025
Q2 | $6.17M | Buy |
132,851
+3,966
| +3% | +$172K | ﹤0.01% | 2245 |
|
|
2025
Q1 | $5.6M | Sell |
128,885
-61,077
| -32% | -$2.83M | ﹤0.01% | 2224 |
|
|
2024
Q4 | $8.45M | Sell |
189,962
-6,362
| -3% | -$296K | ﹤0.01% | 2091 |
|
|
2024
Q3 | $8.58M | Buy |
196,324
+8,413
| +4% | +$372K | ﹤0.01% | 2104 |
|
|
2024
Q2 | $7.62M | Sell |
187,911
-10,505
| -5% | -$393K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $7.64M | Sell |
198,416
-625
| -0.3% | -$23.8K | ﹤0.01% | 2120 |
|
|
2023
Q4 | $8.04M | Buy |
199,041
+3,232
| +2% | +$113K | ﹤0.01% | 2106 |
|
|
2023
Q3 | $6.05M | Buy |
195,809
+4,133
| +2% | +$135K | ﹤0.01% | 2166 |
|
|
2023
Q2 | $5.29M | Buy |
191,676
+30,284
| +19% | +$839K | ﹤0.01% | 2221 |
|
|
2023
Q1 | $4.94M | Buy |
161,392
+50,280
| +45% | +$1.68M | ﹤0.01% | 2208 |
|
|
2022
Q4 | $3.72M | Buy |
111,112
+4,404
| +4% | +$148K | ﹤0.01% | 2355 |
|
|
2022
Q3 | $3.17M | Buy |
106,708
+4,121
| +4% | +$137K | ﹤0.01% | 2439 |
|
|
2022
Q2 | $3.28M | Sell |
102,587
-3,635
| -3% | -$118K | ﹤0.01% | 2375 |
|
|
2022
Q1 | $3.76M | Sell |
106,222
-29,850
| -22% | -$1.12M | ﹤0.01% | 2410 |
|
|
2021
Q4 | $4.77M | Buy |
136,072
+1,740
| +1% | +$60.6K | ﹤0.01% | 2372 |
|
|
2021
Q3 | $4.3M | Sell |
134,332
-9,657
| -7% | -$299K | ﹤0.01% | 2445 |
|
|
2021
Q2 | $4.35M | Buy |
143,989
+26,637
| +23% | +$849K | ﹤0.01% | 2417 |
|
|
2021
Q1 | $3.81M | Buy |
117,352
+11,338
| +11% | +$342K | ﹤0.01% | 2427 |
|
|
2020
Q4 | $2.88M | Sell |
106,014
-231
| -0.2% | -$5.52K | ﹤0.01% | 2470 |
|
|
2020
Q3 | $1.92M | Sell |
106,245
-892
| -0.8% | -$18.7K | ﹤0.01% | 2507 |
|
|
2020
Q2 | $2.42M | Buy |
107,137
+4,753
| +5% | +$105K | ﹤0.01% | 2355 |
|
|
2020
Q1 | $2.17M | Buy |
102,384
+1,988
| +2% | +$60K | ﹤0.01% | 2244 |
|
|
2019
Q4 | $3.66M | Buy |
100,396
+2,059
| +2% | +$72.4K | ﹤0.01% | 2183 |
|
|
2019
Q3 | $3.23M | Sell |
98,337
-275
| -0.3% | -$8.85K | ﹤0.01% | 2190 |
|
|
2019
Q2 | $3.21M | Sell |
98,612
-7,036
| -7% | -$231K | ﹤0.01% | 2177 |
|
|
2019
Q1 | $3.46M | Sell |
105,648
-8,535
| -7% | -$283K | ﹤0.01% | 2153 |
|
|
2018
Q4 | $3.23M | Buy |
114,183
+2,166
| +2% | +$67.2K | ﹤0.01% | 2133 |
|
|
2018
Q3 | $3.74M | Buy |
112,017
+5,433
| +5% | +$194K | ﹤0.01% | 2197 |
|
|
2018
Q2 | $3.94M | Buy |
106,584
+33,236
| +45% | +$1.19M | ﹤0.01% | 2126 |
|
|
2018
Q1 | $2.44M | Buy |
73,348
+2,223
| +3% | +$77.8K | ﹤0.01% | 2257 |
|
|
2017
Q4 | $2.52M | Buy |
71,125
+7,532
| +12% | +$271K | ﹤0.01% | 2227 |
|
|
2017
Q3 | $2.22M | Buy |
63,593
+38,293
| +151% | +$1.21M | ﹤0.01% | 2254 |
|
|
2017
Q2 | $797K | Hold |
25,300
| – | – | ﹤0.01% | 2537 |
|
|
2017
Q1 | $871K | Hold |
25,300
| – | – | ﹤0.01% | 2464 |
|
|
2016
Q4 | $954K | Hold |
25,300
| – | – | ﹤0.01% | 2446 |
|
|
2016
Q3 | $680K | Hold |
25,300
| – | – | ﹤0.01% | 2517 |
|
|
2016
Q2 | $604K | Hold |
25,300
| – | – | ﹤0.01% | 2527 |
|
|
2016
Q1 | $568K | Hold |
25,300
| – | – | ﹤0.01% | 2533 |
|
|
2015
Q4 | $621K | Hold |
25,300
| – | – | ﹤0.01% | 2552 |
|
|
2015
Q3 | $526K | Hold |
25,300
| – | – | ﹤0.01% | 2599 |
|
|
2015
Q2 | $542K | Hold |
25,300
| – | – | ﹤0.01% | 2645 |
|
|
2015
Q1 | $495K | Hold |
25,300
| – | – | ﹤0.01% | 2630 |
|
|
2014
Q4 | $532K | Hold |
25,300
| – | – | ﹤0.01% | 2597 |
|
|
2014
Q3 | $482K | Hold |
25,300
| – | – | ﹤0.01% | 2608 |
|
|
2014
Q2 | $579K | Buy |
25,300
+13,500
| +114% | +$280K | ﹤0.01% | 2563 |
|
|
2014
Q1 | $244K | Hold |
11,800
| – | – | ﹤0.01% | 2887 |
|
|
2013
Q4 | $255K | Hold |
11,800
| – | – | ﹤0.01% | 2876 |
|
|
2013
Q3 | $255K | Hold |
11,800
| – | – | ﹤0.01% | 2831 |
|
|
2013
Q2 | $214K | Buy |
+11,800
| New | +$200K | ﹤0.01% | 2866 |
|
Other funds holding MBWM
NSAM
Charles Schwab's MBWM Position: Q2 2026 in Review
Charles Schwab increased its Mercantile Bank Corp (MBWM) stake by 2.7% in Q2 2026, buying an estimated $197K and bringing the position to 144,188 shares worth $8.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2249.
Charles Schwab first reported a position in MBWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.58M in Q3 2024. 207 funds tracked by Wall St. Rank hold MBWM as of Q2 2026.
- Charles Schwab held 144,188 shares of Mercantile Bank Corp worth $8.28M as of Q2 2026.
- Charles Schwab bought 3,742 Mercantile Bank Corp shares in Q2 2026, an estimated $197K.
- Mercantile Bank Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2249 holding.
- Charles Schwab first reported a position in Mercantile Bank Corp in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Mercantile Bank Corp position peaked at $8.58M in Q3 2024.
- 207 funds tracked by Wall St. Rank held Mercantile Bank Corp as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.