HBT
SCHW

Hills Bank & Trust’s Charles Schwab SCHW Stock Holding History

Hills Bank & Trust’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
17,908
-652
-4% -$59.5K 0.07% 132
2026
Q1 		$1.74M Sell
18,560
-1,596
-8% -$157K 0.08% 109
2025
Q4 		$2.01M Sell
20,156
-1,111
-5% -$105K 0.12% 99
2025
Q3 		$2.03M Buy
21,267
+301
+1% +$28.6K 0.12% 105
2025
Q2 		$1.91M Buy
20,966
+709
+4% +$59.4K 0.12% 102
2025
Q1 		$1.59M Buy
20,257
+595
+3% +$46.7K 0.11% 112
2024
Q4 		$1.46M Buy
19,662
+1,308
+7% +$97.9K 0.11% 114
2024
Q3 		$1.19M Sell
18,354
-135
-0.7% -$8.87K 0.09% 129
2024
Q2 		$1.36M Buy
18,489
+1,153
+7% +$85.2K 0.11% 116
2024
Q1 		$1.25M Buy
17,336
+523
+3% +$34.4K 0.11% 119
2023
Q4 		$1.16M Buy
16,813
+1,046
+7% +$60.4K 0.11% 117
2023
Q3 		$866K Buy
15,767
+1,301
+9% +$78.6K 0.1% 119
2023
Q2 		$820K Buy
14,466
+6,338
+78% +$332K 0.11% 113
2023
Q1 		$426K Buy
8,128
+6,373
+363% +$467K 0.06% 149
2022
Q4 		$146K Buy
1,755
+73
+4% +$5.67K 0.02% 227
2022
Q3 		$120K Hold
1,682
– – 0.02% 230
2022
Q2 		$106K Sell
1,682
-100
-6% -$6.9K 0.02% 241
2022
Q1 		$150K Sell
1,782
-73
-4% -$6.42K 0.02% 225
2021
Q4 		$156K Hold
1,855
– – 0.02% 224
2021
Q3 		$136K Buy
1,855
+1
+0.1% +$71 0.02% 228
2021
Q2 		$135K Hold
1,854
– – 0.02% 227
2021
Q1 		$121K Sell
1,854
-85
-4% -$5.15K 0.02% 234
2020
Q4 		$102K Buy
+1,939
New +$87.8K 0.02% 235
2020
Q3 		– Sell
-4,260
Closed -$143K – 231
2020
Q2 		$143K Sell
4,260
-1,849
-30% -$66.2K 0.03% 201
2020
Q1 		$205K Sell
6,109
-328
-5% -$13.8K 0.06% 143
2019
Q4 		$306K Sell
6,437
-200
-3% -$8.82K 0.07% 129
2019
Q3 		$278K Sell
6,637
-24,401
-79% -$985K 0.07% 133
2019
Q2 		$1.25M Sell
31,038
-7,368
-19% -$321K 0.32% 69
2019
Q1 		$1.64M Buy
38,406
+1,694
+5% +$76.5K 0.44% 53
2018
Q4 		$1.52M Buy
36,712
+1,244
+4% +$56.3K 0.47% 49
2018
Q3 		$1.74M Buy
35,468
+1,348
+4% +$68.8K 0.47% 50
2018
Q2 		$1.74M Buy
34,120
+1,556
+5% +$86.2K 0.5% 45
2018
Q1 		$1.7M Buy
32,564
+96
+0.3% +$5.14K 0.51% 46
2017
Q4 		$1.67M Sell
32,468
-144
-0.4% -$6.76K 0.49% 49
2017
Q3 		$1.43M Buy
32,612
+630
+2% +$26.2K 0.45% 51
2017
Q2 		$1.37M Buy
31,982
+1,278
+4% +$51.2K 0.44% 51
2017
Q1 		$1.25M Buy
30,704
+253
+0.8% +$10.4K 0.43% 53
2016
Q4 		$1.2M Sell
30,451
-400
-1% -$14.3K 0.42% 56
2016
Q3 		$974K Buy
30,851
+19,155
+164% +$562K 0.35% 65
2016
Q2 		$296K Buy
11,696
+1,835
+19% +$52.2K 0.11% 106
2016
Q1 		$277K Buy
+9,861
New +$260K 0.1% 107

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hills Bank & Trust's SCHW Position: Q2 2026 in Review

Hills Bank & Trust reduced its Charles Schwab (SCHW) stake by 3.5% in Q2 2026, selling an estimated $59.5K and leaving 17,908 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #132.

Hills Bank & Trust first reported a position in SCHW in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.03M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hills Bank & Trust held 17,908 shares of Charles Schwab worth $1.65M as of Q2 2026.
  • Hills Bank & Trust sold 652 Charles Schwab shares in Q2 2026, an estimated $59.5K.
  • Charles Schwab made up 0.07% of Hills Bank & Trust's portfolio in Q2 2026, its #132 holding.
  • Hills Bank & Trust first reported a position in Charles Schwab in Q1 2016 and has held it in 41 quarters since.
  • Hills Bank & Trust's Charles Schwab position peaked at $2.03M in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.