Charles Schwab
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Charles Schwab’s MetroCity Bankshares MCBS Stock Holding History

Charles Schwab’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.58M Buy
183,392
+5,378
+3% +$175K ﹤0.01% 2344
2026
Q1 		$5.1M Buy
178,014
+24,876
+16% +$702K ﹤0.01% 2394
2025
Q4 		$4.06M Sell
153,138
-4,815
-3% -$128K ﹤0.01% 2543
2025
Q3 		$4.37M Buy
157,953
+8,031
+5% +$233K ﹤0.01% 2498
2025
Q2 		$4.28M Buy
149,922
+4,863
+3% +$135K ﹤0.01% 2395
2025
Q1 		$4M Sell
145,059
-3,772
-3% -$113K ﹤0.01% 2365
2024
Q4 		$4.76M Buy
148,831
+1,086
+0.7% +$35.1K ﹤0.01% 2358
2024
Q3 		$4.52M Buy
147,745
+2,745
+2% +$79.7K ﹤0.01% 2425
2024
Q2 		$3.83M Buy
145,000
+771
+0.5% +$18.8K ﹤0.01% 2468
2024
Q1 		$3.6M Buy
144,229
+5,480
+4% +$131K ﹤0.01% 2405
2023
Q4 		$3.33M Buy
138,749
+450
+0.3% +$9.6K ﹤0.01% 2475
2023
Q3 		$2.72M Buy
138,299
+4,502
+3% +$89.7K ﹤0.01% 2508
2023
Q2 		$2.39M Sell
133,797
-340
-0.3% -$5.71K ﹤0.01% 2498
2023
Q1 		$2.29M Sell
134,137
-2,531
-2% -$49.4K ﹤0.01% 2491
2022
Q4 		$2.96M Buy
136,668
+1,932
+1% +$42K ﹤0.01% 2441
2022
Q3 		$2.65M Buy
134,736
+1,000
+0.7% +$20.5K ﹤0.01% 2499
2022
Q2 		$2.72M Sell
133,736
-4,138
-3% -$85.6K ﹤0.01% 2466
2022
Q1 		$3.24M Buy
137,874
+1,541
+1% +$38.8K ﹤0.01% 2478
2021
Q4 		$3.75M Sell
136,333
-1,880
-1% -$47.8K ﹤0.01% 2491
2021
Q3 		$2.9M Buy
138,213
+6,524
+5% +$130K ﹤0.01% 2613
2021
Q2 		$2.31M Buy
131,689
+4,784
+4% +$79.4K ﹤0.01% 2669
2021
Q1 		$1.95M Buy
126,905
+2,843
+2% +$42.8K ﹤0.01% 2669
2020
Q4 		$1.79M Sell
124,062
-2,432
-2% -$34.8K ﹤0.01% 2618
2020
Q3 		$1.67M Buy
126,494
+427
+0.3% +$5.77K ﹤0.01% 2553
2020
Q2 		$1.81M Buy
126,067
+92,342
+274% +$1.05M ﹤0.01% 2460
2020
Q1 		$396K Hold
33,725
– – ﹤0.01% 2792
2019
Q4 		$591K Buy
+33,725
New +$505K ﹤0.01% 2763

Other funds holding MCBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Charles Schwab's MCBS Position: Q2 2026 in Review

Charles Schwab increased its MetroCity Bankshares (MCBS) stake by 3% in Q2 2026, buying an estimated $175K and bringing the position to 183,392 shares worth $6.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Charles Schwab first reported a position in MCBS in Q4 2019 and has held it in 27 quarters since. 118 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Charles Schwab held 183,392 shares of MetroCity Bankshares worth $6.58M as of Q2 2026.
  • Charles Schwab bought 5,378 MetroCity Bankshares shares in Q2 2026, an estimated $175K.
  • MetroCity Bankshares made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2344 holding.
  • Charles Schwab first reported a position in MetroCity Bankshares in Q4 2019 and has held it in 27 quarters since.
  • 118 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

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