KFBMI
SCHW

Kentucky Farm Bureau Mutual Insurance’s Charles Schwab SCHW Stock Holding History

Kentucky Farm Bureau Mutual Insurance’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
2022
Q2 		– Sell
-25,000
Closed -$2.11M – 78
2022
Q1 		$2.11M Hold
25,000
– – 0.58% 61
2021
Q4 		$2.1M Buy
+25,000
New +$2.02M 0.54% 69

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Dodge & Cox
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kentucky Farm Bureau Mutual Insurance's SCHW Position: Q2 2022 in Review

Kentucky Farm Bureau Mutual Insurance sold out of Charles Schwab (SCHW) in Q2 2022, closing a stake of 25,000 shares — an estimated $2.11M sold.

Kentucky Farm Bureau Mutual Insurance first reported a position in SCHW in Q4 2021 and held it in 2 quarters. The position peaked at $2.11M in Q1 2022. 1,488 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

  • Kentucky Farm Bureau Mutual Insurance reported no remaining Charles Schwab position as of Q2 2022 after selling out during the quarter.
  • Kentucky Farm Bureau Mutual Insurance sold 25,000 Charles Schwab shares in Q2 2022, an estimated $2.11M.
  • Kentucky Farm Bureau Mutual Insurance first reported a position in Charles Schwab in Q4 2021 and held it in 2 quarters.
  • Kentucky Farm Bureau Mutual Insurance's Charles Schwab position peaked at $2.11M in Q1 2022.
  • 1,488 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Kentucky Farm Bureau Mutual Insurance's 13F filing for Q2 2022, filed 15 May 2026.