ISB
SCHW

Iowa State Bank’s Charles Schwab SCHW Stock Holding History

Iowa State Bank’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
Q3 		$2.99M Buy
30,610
+511
+2% +$53.8K 0.51% 53
2026
Q2 		$2.78M Sell
30,099
-152
-0.5% -$13.9K 0.46% 59
2026
Q1 		$2.84M Sell
30,251
-15
-0% -$1.47K 0.52% 58
2025
Q4 		$3.02M Buy
30,266
+360
+1% +$34.2K 0.57% 52
2025
Q3 		$2.86M Sell
29,906
-509
-2% -$48.3K 0.54% 52
2025
Q2 		$2.78M Buy
30,415
+150
+0.5% +$12.6K 0.55% 54
2025
Q1 		$2.37M Buy
30,265
+405
+1% +$31.8K 0.5% 63
2024
Q4 		$2.21M Buy
29,860
+1,384
+5% +$104K 0.46% 68
2024
Q3 		$1.85M Buy
28,476
+7,829
+38% +$514K 0.38% 76
2024
Q2 		$1.52M Buy
+20,647
New +$1.53M 0.34% 79

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Iowa State Bank's SCHW Position: Q3 2026 in Review

Iowa State Bank increased its Charles Schwab (SCHW) stake by 1.7% in Q3 2026, buying an estimated $53.8K and bringing the position to 30,610 shares worth $2.99M. The position accounts for 0.51% of the portfolio, ranked #53.

Iowa State Bank first reported a position in SCHW in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.02M in Q4 2025. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Iowa State Bank held 30,610 shares of Charles Schwab worth $2.99M as of Q3 2026.
  • Iowa State Bank bought 511 Charles Schwab shares in Q3 2026, an estimated $53.8K.
  • Charles Schwab made up 0.51% of Iowa State Bank's portfolio in Q3 2026, its #53 holding.
  • Iowa State Bank first reported a position in Charles Schwab in Q2 2024 and has held it in 10 quarters since.
  • Iowa State Bank's Charles Schwab position peaked at $3.02M in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.