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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Iowa State Bank's SCHW Position: Q1 2026 in Review

Iowa State Bank reduced its Charles Schwab (SCHW) stake by 0.05% in Q1 2026, selling an estimated $1.47K and leaving 30,251 shares worth $2.84M. The position accounts for 0.52% of the portfolio, ranked #58.

Iowa State Bank first reported a position in SCHW in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Iowa State Bank held 30,251 shares of Charles Schwab worth $2.84M as of Q1 2026.
Iowa State Bank sold 15 Charles Schwab shares in Q1 2026, an estimated $1.47K.
Charles Schwab made up 0.52% of Iowa State Bank's portfolio in Q1 2026, its #58 holding.
Iowa State Bank first reported a position in Charles Schwab in Q2 2024 and has held it in 8 quarters since.
Iowa State Bank's Charles Schwab position peaked at $3.02M in Q4 2025.
2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.