Charles Schwab’s Southern Missouri Bancorp SMBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.02M | Buy |
78,941
+1,810
| +2% | +$125K | ﹤0.01% | 2392 |
|
|
2026
Q1 | $4.93M | Sell |
77,131
-812
| -1% | -$50.8K | ﹤0.01% | 2410 |
|
|
2025
Q4 | $4.61M | Sell |
77,943
-1,642
| -2% | -$90.9K | ﹤0.01% | 2492 |
|
|
2025
Q3 | $4.18M | Buy |
79,585
+1,113
| +1% | +$62K | ﹤0.01% | 2516 |
|
|
2025
Q2 | $4.3M | Sell |
78,472
-4,976
| -6% | -$260K | ﹤0.01% | 2392 |
|
|
2025
Q1 | $4.34M | Sell |
83,448
-8,072
| -9% | -$456K | ﹤0.01% | 2328 |
|
|
2024
Q4 | $5.25M | Buy |
91,520
+1,563
| +2% | +$96K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $5.08M | Buy |
89,957
+53,670
| +148% | +$2.81M | ﹤0.01% | 2372 |
|
|
2024
Q2 | $1.63M | Buy |
36,287
+10,998
| +43% | +$457K | ﹤0.01% | 2768 |
|
|
2024
Q1 | $1.11M | Sell |
25,289
-665
| -3% | -$30K | ﹤0.01% | 2764 |
|
|
2023
Q4 | $1.39M | Buy |
25,954
+2,301
| +10% | +$102K | ﹤0.01% | 2727 |
|
|
2023
Q3 | $915K | Sell |
23,653
-1
| -0% | -$43 | ﹤0.01% | 2827 |
|
|
2023
Q2 | $909K | Buy |
23,654
+2,199
| +10% | +$81K | ﹤0.01% | 2808 |
|
|
2023
Q1 | $803K | Buy |
21,455
+624
| +3% | +$28.1K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $955K | Buy |
20,831
+286
| +1% | +$14.4K | ﹤0.01% | 2784 |
|
|
2022
Q3 | $1.05M | Sell |
20,545
-386
| -2% | -$19.7K | ﹤0.01% | 2781 |
|
|
2022
Q2 | $948K | Buy |
20,931
+800
| +4% | +$36.2K | ﹤0.01% | 2819 |
|
|
2022
Q1 | $1.01M | Buy |
20,131
+695
| +4% | +$36.9K | ﹤0.01% | 2842 |
|
|
2021
Q4 | $1.01M | Buy |
19,436
+13
| +0.1% | +$677 | ﹤0.01% | 2906 |
|
|
2021
Q3 | $872K | Sell |
19,423
-25
| -0.1% | -$1.12K | ﹤0.01% | 2920 |
|
|
2021
Q2 | $875K | Hold |
19,448
| – | – | ﹤0.01% | 2980 |
|
|
2021
Q1 | $767K | Hold |
19,448
| – | – | ﹤0.01% | 2941 |
|
|
2020
Q4 | $592K | Buy |
19,448
+771
| +4% | +$21.4K | ﹤0.01% | 2930 |
|
|
2020
Q3 | $441K | Sell |
18,677
-836
| -4% | -$19.1K | ﹤0.01% | 2904 |
|
|
2020
Q2 | $475K | Hold |
19,513
| – | – | ﹤0.01% | 2851 |
|
|
2020
Q1 | $474K | Hold |
19,513
| – | – | ﹤0.01% | 2735 |
|
|
2019
Q4 | $749K | Buy |
19,513
+155
| +0.8% | +$5.74K | ﹤0.01% | 2685 |
|
|
2019
Q3 | $706K | Hold |
19,358
| – | – | ﹤0.01% | 2670 |
|
|
2019
Q2 | $675K | Buy |
19,358
+1,304
| +7% | +$42.8K | ﹤0.01% | 2701 |
|
|
2019
Q1 | $557K | Sell |
18,054
-511
| -3% | -$17.6K | ﹤0.01% | 2726 |
|
|
2018
Q4 | $630K | Buy |
18,565
+3,410
| +23% | +$119K | ﹤0.01% | 2685 |
|
|
2018
Q3 | $565K | Sell |
15,155
-4,553
| -23% | -$179K | ﹤0.01% | 2795 |
|
|
2018
Q2 | $770K | Buy |
19,708
+1,975
| +11% | +$72K | ﹤0.01% | 2665 |
|
|
2018
Q1 | $650K | Buy |
17,733
+2,500
| +16% | +$92.3K | ﹤0.01% | 2659 |
|
|
2017
Q4 | $573K | Buy |
15,233
+2,400
| +19% | +$91.5K | ﹤0.01% | 2694 |
|
|
2017
Q3 | $469K | Hold |
12,833
| – | – | ﹤0.01% | 2735 |
|
|
2017
Q2 | $414K | Buy |
12,833
+5,033
| +65% | +$166K | ﹤0.01% | 2752 |
|
|
2017
Q1 | $278K | Hold |
7,800
| – | – | ﹤0.01% | 2844 |
|
|
2016
Q4 | $276K | Buy |
+7,800
| New | +$222K | ﹤0.01% | 2874 |
|
Other funds holding SMBC
RA
Charles Schwab's SMBC Position: Q2 2026 in Review
Charles Schwab increased its Southern Missouri Bancorp (SMBC) stake by 2.3% in Q2 2026, buying an estimated $125K and bringing the position to 78,941 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2392.
Charles Schwab first reported a position in SMBC in Q4 2016 and has held it in 39 quarters since. 151 funds tracked by Wall St. Rank hold SMBC as of Q2 2026.
- Charles Schwab held 78,941 shares of Southern Missouri Bancorp worth $6.02M as of Q2 2026.
- Charles Schwab bought 1,810 Southern Missouri Bancorp shares in Q2 2026, an estimated $125K.
- Southern Missouri Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2392 holding.
- Charles Schwab first reported a position in Southern Missouri Bancorp in Q4 2016 and has held it in 39 quarters since.
- 151 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.