Charles Schwab
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Charles Schwab’s South Plains Financial SPFI Stock Holding History

Charles Schwab’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04M Buy
116,864
+17,779
+18% +$742K ﹤0.01% 2476
2026
Q1 		$4.15M Sell
99,085
-4,959
-5% -$205K ﹤0.01% 2480
2025
Q4 		$4.04M Sell
104,044
-76
-0.1% -$2.91K ﹤0.01% 2546
2025
Q3 		$4.02M Buy
104,120
+66,169
+174% +$2.58M ﹤0.01% 2527
2025
Q2 		$1.37M Buy
37,951
+3,599
+10% +$124K ﹤0.01% 2793
2025
Q1 		$1.14M Buy
34,352
+12
+0% +$413 ﹤0.01% 2793
2024
Q4 		$1.19M Buy
34,340
+991
+3% +$35.9K ﹤0.01% 2846
2024
Q3 		$1.13M Sell
33,349
-946
-3% -$30.2K ﹤0.01% 2884
2024
Q2 		$926K Buy
34,295
+2,745
+9% +$72.2K ﹤0.01% 2966
2024
Q1 		$844K Sell
31,550
-1,141
-3% -$30.6K ﹤0.01% 2847
2023
Q4 		$947K Sell
32,691
-477
-1% -$13K ﹤0.01% 2852
2023
Q3 		$877K Hold
33,168
– – ﹤0.01% 2843
2023
Q2 		$747K Buy
33,168
+4,843
+17% +$105K ﹤0.01% 2875
2023
Q1 		$606K Buy
28,325
+916
+3% +$23.9K ﹤0.01% 2889
2022
Q4 		$755K Sell
27,409
-538
-2% -$16K ﹤0.01% 2877
2022
Q3 		$771K Sell
27,947
-36
-0.1% -$939 ﹤0.01% 2869
2022
Q2 		$676K Sell
27,983
-1,283
-4% -$31.4K ﹤0.01% 2943
2022
Q1 		$778K Buy
29,266
+3
+0% +$85 ﹤0.01% 2952
2021
Q4 		$814K Hold
29,263
– – ﹤0.01% 2986
2021
Q3 		$714K Buy
29,263
+2,276
+8% +$52.9K ﹤0.01% 3011
2021
Q2 		$625K Hold
26,987
– – ﹤0.01% 3094
2021
Q1 		$614K Buy
26,987
+1,460
+6% +$30.4K ﹤0.01% 3018
2020
Q4 		$484K Hold
25,527
– – ﹤0.01% 3005
2020
Q3 		$317K Buy
25,527
+2,471
+11% +$34.1K ﹤0.01% 3013
2020
Q2 		$329K Buy
23,056
+1,460
+7% +$19.1K ﹤0.01% 3002
2020
Q1 		$335K Hold
21,596
– – ﹤0.01% 2848
2019
Q4 		$451K Buy
+21,596
New +$392K ﹤0.01% 2857

Other funds holding SPFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Charles Schwab's SPFI Position: Q2 2026 in Review

Charles Schwab increased its South Plains Financial (SPFI) stake by 18% in Q2 2026, buying an estimated $742K and bringing the position to 116,864 shares worth $5.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Charles Schwab first reported a position in SPFI in Q4 2019 and has held it in 27 quarters since. 157 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

  • Charles Schwab held 116,864 shares of South Plains Financial worth $5.04M as of Q2 2026.
  • Charles Schwab bought 17,779 South Plains Financial shares in Q2 2026, an estimated $742K.
  • South Plains Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2476 holding.
  • Charles Schwab first reported a position in South Plains Financial in Q4 2019 and has held it in 27 quarters since.
  • 157 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

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