MB
SCHW

MidFirst Bank’s Charles Schwab SCHW Stock Holding History

MidFirst 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
Q2 		$9.76M Buy
105,826
+390
+0.4% +$35.6K 0.69% 36
2026
Q1 		$9.91M Sell
105,436
-3,232
-3% -$317K 0.82% 30
2025
Q4 		$10.9M Buy
+108,668
New +$10.3M 0.86% 25

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MidFirst Bank's SCHW Position: Q2 2026 in Review

MidFirst Bank increased its Charles Schwab (SCHW) stake by 0.37% in Q2 2026, buying an estimated $35.6K and bringing the position to 105,826 shares worth $9.76M. The position accounts for 0.69% of the portfolio, ranked #36.

MidFirst Bank first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.9M in Q4 2025. 1,933 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • MidFirst Bank held 105,826 shares of Charles Schwab worth $9.76M as of Q2 2026.
  • MidFirst Bank bought 390 Charles Schwab shares in Q2 2026, an estimated $35.6K.
  • Charles Schwab made up 0.69% of MidFirst Bank's portfolio in Q2 2026, its #36 holding.
  • MidFirst Bank first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • MidFirst Bank's Charles Schwab position peaked at $10.9M in Q4 2025.
  • 1,933 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.