Charles Schwab
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Charles Schwab’s West Bancorporation WTBA Stock Holding History

Charles Schwab’s Portfolio WTBA Stock Details WTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Buy
44,310
+4,438
+11% +$108K ﹤0.01% 2959
2026
Q1 		$949K Sell
39,872
-4,458
-10% -$106K ﹤0.01% 2921
2025
Q4 		$984K Sell
44,330
-1
-0% -$22 ﹤0.01% 2933
2025
Q3 		$901K Buy
44,331
+24
+0.1% +$472 ﹤0.01% 2987
2025
Q2 		$870K Sell
44,307
-840
-2% -$16.2K ﹤0.01% 2941
2025
Q1 		$900K Buy
45,147
+20
+0% +$427 ﹤0.01% 2875
2024
Q4 		$977K Hold
45,127
– – ﹤0.01% 2919
2024
Q3 		$858K Hold
45,127
– – ﹤0.01% 2967
2024
Q2 		$808K Buy
45,127
+1,666
+4% +$28.3K ﹤0.01% 3008
2024
Q1 		$775K Hold
43,461
– – ﹤0.01% 2870
2023
Q4 		$921K Sell
43,461
-1,430
-3% -$25.6K ﹤0.01% 2859
2023
Q3 		$732K Buy
44,891
+1,521
+4% +$28.1K ﹤0.01% 2900
2023
Q2 		$798K Sell
43,370
-282
-0.6% -$4.92K ﹤0.01% 2843
2023
Q1 		$798K Buy
43,652
+1,086
+3% +$23.1K ﹤0.01% 2818
2022
Q4 		$1.09M Buy
42,566
+749
+2% +$17.2K ﹤0.01% 2749
2022
Q3 		$871K Sell
41,817
-93
-0.2% -$2.24K ﹤0.01% 2830
2022
Q2 		$1.02M Sell
41,910
-544
-1% -$13.6K ﹤0.01% 2792
2022
Q1 		$1.16M Buy
42,454
+1,038
+3% +$30.7K ﹤0.01% 2797
2021
Q4 		$1.29M Buy
41,416
+1,056
+3% +$33.3K ﹤0.01% 2820
2021
Q3 		$1.21M Buy
40,360
+62
+0.2% +$1.82K ﹤0.01% 2805
2021
Q2 		$1.12M Buy
40,298
+163
+0.4% +$4.37K ﹤0.01% 2890
2021
Q1 		$967K Buy
40,135
+1,951
+5% +$44.4K ﹤0.01% 2872
2020
Q4 		$737K Hold
38,184
– – ﹤0.01% 2868
2020
Q3 		$605K Sell
38,184
-1,353
-3% -$22.9K ﹤0.01% 2825
2020
Q2 		$692K Buy
39,537
+1,127
+3% +$19.5K ﹤0.01% 2733
2020
Q1 		$629K Sell
38,410
-1,171
-3% -$25.3K ﹤0.01% 2635
2019
Q4 		$1.01M Buy
39,581
+1,765
+5% +$42K ﹤0.01% 2591
2019
Q3 		$823K Buy
37,816
+290
+0.8% +$6.15K ﹤0.01% 2628
2019
Q2 		$797K Buy
37,526
+1,486
+4% +$31.5K ﹤0.01% 2651
2019
Q1 		$746K Sell
36,040
-950
-3% -$20.3K ﹤0.01% 2639
2018
Q4 		$707K Hold
36,990
– – ﹤0.01% 2646
2018
Q3 		$870K Buy
36,990
+1,350
+4% +$33.2K ﹤0.01% 2663
2018
Q2 		$897K Hold
35,640
– – ﹤0.01% 2613
2018
Q1 		$913K Hold
35,640
– – ﹤0.01% 2546
2017
Q4 		$897K Buy
35,640
+6,740
+23% +$170K ﹤0.01% 2541
2017
Q3 		$706K Hold
28,900
– – ﹤0.01% 2617
2017
Q2 		$684K Buy
28,900
+2,797
+11% +$64.4K ﹤0.01% 2589
2017
Q1 		$600K Buy
26,103
+5,303
+25% +$122K ﹤0.01% 2583
2016
Q4 		$514K Hold
20,800
– – ﹤0.01% 2639
2016
Q3 		$408K Hold
20,800
– – ﹤0.01% 2689
2016
Q2 		$387K Hold
20,800
– – ﹤0.01% 2687
2016
Q1 		$380K Hold
20,800
– – ﹤0.01% 2689
2015
Q4 		$411K Hold
20,800
– – ﹤0.01% 2734
2015
Q3 		$390K Hold
20,800
– – ﹤0.01% 2727
2015
Q2 		$413K Hold
20,800
– – ﹤0.01% 2751
2015
Q1 		$414K Hold
20,800
– – ﹤0.01% 2697
2014
Q4 		$355K Hold
20,800
– – ﹤0.01% 2773
2014
Q3 		$294K Hold
20,800
– – ﹤0.01% 2805
2014
Q2 		$317K Hold
20,800
– – ﹤0.01% 2834
2014
Q1 		$316K Hold
20,800
– – ﹤0.01% 2779
2013
Q4 		$330K Hold
20,800
– – ﹤0.01% 2760
2013
Q3 		$291K Hold
20,800
– – ﹤0.01% 2762
2013
Q2 		$250K Buy
+20,800
New +$235K ﹤0.01% 2802

Other funds holding WTBA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WB
West Bancorporation West Des Moines, Iowa $234M AUM 22.81% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

Charles Schwab's WTBA Position: Q2 2026 in Review

Charles Schwab increased its West Bancorporation (WTBA) stake by 11% in Q2 2026, buying an estimated $108K and bringing the position to 44,310 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

Charles Schwab first reported a position in WTBA in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q4 2021. 114 funds tracked by Wall St. Rank hold WTBA as of Q2 2026.

  • Charles Schwab held 44,310 shares of West Bancorporation worth $1.18M as of Q2 2026.
  • Charles Schwab bought 4,438 West Bancorporation shares in Q2 2026, an estimated $108K.
  • West Bancorporation made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2959 holding.
  • Charles Schwab first reported a position in West Bancorporation in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's West Bancorporation position peaked at $1.29M in Q4 2021.
  • 114 funds tracked by Wall St. Rank held West Bancorporation as of Q2 2026.

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