Charles Schwab’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $972K | Buy |
33,520
+4,336
| +15% | +$115K | ﹤0.01% | 3016 |
|
|
2026
Q1 | $725K | Sell |
29,184
-3,233
| -10% | -$86.6K | ﹤0.01% | 2998 |
|
|
2025
Q4 | $837K | Sell |
32,417
-1,417
| -4% | -$37.6K | ﹤0.01% | 2988 |
|
|
2025
Q3 | $848K | Hold |
33,834
| – | – | ﹤0.01% | 3009 |
|
|
2025
Q2 | $762K | Buy |
33,834
+1,686
| +5% | +$31.2K | ﹤0.01% | 2989 |
|
|
2025
Q1 | $557K | Hold |
32,148
| – | – | ﹤0.01% | 3042 |
|
|
2024
Q4 | $665K | Hold |
32,148
| – | – | ﹤0.01% | 3055 |
|
|
2024
Q3 | $622K | Hold |
32,148
| – | – | ﹤0.01% | 3083 |
|
|
2024
Q2 | $599K | Buy |
32,148
+1,593
| +5% | +$30.4K | ﹤0.01% | 3119 |
|
|
2024
Q1 | $682K | Hold |
30,555
| – | – | ﹤0.01% | 2912 |
|
|
2023
Q4 | $689K | Hold |
30,555
| – | – | ﹤0.01% | 2960 |
|
|
2023
Q3 | $690K | Hold |
30,555
| – | – | ﹤0.01% | 2926 |
|
|
2023
Q2 | $644K | Buy |
30,555
+2,878
| +10% | +$54.1K | ﹤0.01% | 2930 |
|
|
2023
Q1 | $571K | Hold |
27,677
| – | – | ﹤0.01% | 2908 |
|
|
2022
Q4 | $609K | Buy |
27,677
+562
| +2% | +$13.7K | ﹤0.01% | 2929 |
|
|
2022
Q3 | $755K | Buy |
27,115
+5
| +0% | +$161 | ﹤0.01% | 2879 |
|
|
2022
Q2 | $844K | Sell |
27,110
-413
| -2% | -$15.6K | ﹤0.01% | 2859 |
|
|
2022
Q1 | $1.14M | Buy |
27,523
+727
| +3% | +$29.2K | ﹤0.01% | 2803 |
|
|
2021
Q4 | $1.11M | Buy |
26,796
+826
| +3% | +$34.9K | ﹤0.01% | 2870 |
|
|
2021
Q3 | $1.11M | Buy |
25,970
+1,993
| +8% | +$81.2K | ﹤0.01% | 2834 |
|
|
2021
Q2 | $1.02M | Buy |
23,977
+779
| +3% | +$31.8K | ﹤0.01% | 2923 |
|
|
2021
Q1 | $785K | Sell |
23,198
-921
| -4% | -$25.8K | ﹤0.01% | 2931 |
|
|
2020
Q4 | $548K | Hold |
24,119
| – | – | ﹤0.01% | 2959 |
|
|
2020
Q3 | $386K | Sell |
24,119
-1,499
| -6% | -$21.2K | ﹤0.01% | 2956 |
|
|
2020
Q2 | $341K | Buy |
25,618
+1,663
| +7% | +$22.3K | ﹤0.01% | 2982 |
|
|
2020
Q1 | $306K | Hold |
23,955
| – | – | ﹤0.01% | 2887 |
|
|
2019
Q4 | $597K | Buy |
23,955
+960
| +4% | +$20.3K | ﹤0.01% | 2758 |
|
|
2019
Q3 | $457K | Hold |
22,995
| – | – | ﹤0.01% | 2835 |
|
|
2019
Q2 | $390K | Buy |
22,995
+1,025
| +5% | +$16.7K | ﹤0.01% | 2928 |
|
|
2019
Q1 | $336K | Buy |
21,970
+3,406
| +18% | +$55.8K | ﹤0.01% | 2907 |
|
|
2018
Q4 | $335K | Hold |
18,564
| – | – | ﹤0.01% | 2899 |
|
|
2018
Q3 | $335K | Buy |
18,564
+2,664
| +17% | +$47.3K | ﹤0.01% | 2976 |
|
|
2018
Q2 | $287K | Buy |
+15,900
| New | +$302K | ﹤0.01% | 2988 |
|
Other funds holding MVBF
BCM
ECA
KCM
Charles Schwab's MVBF Position: Q2 2026 in Review
Charles Schwab increased its MVB Financial (MVBF) stake by 15% in Q2 2026, buying an estimated $115K and bringing the position to 33,520 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.
Charles Schwab first reported a position in MVBF in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.14M in Q1 2022. 109 funds tracked by Wall St. Rank hold MVBF as of Q2 2026.
- Charles Schwab held 33,520 shares of MVB Financial worth $972K as of Q2 2026.
- Charles Schwab bought 4,336 MVB Financial shares in Q2 2026, an estimated $115K.
- MVB Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3016 holding.
- Charles Schwab first reported a position in MVB Financial in Q2 2018 and has held it in 33 quarters since.
- Charles Schwab's MVB Financial position peaked at $1.14M in Q1 2022.
- 109 funds tracked by Wall St. Rank held MVB Financial as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.