Peoples Bank (Kansas)’s Charles Schwab SCHW Stock Holding History

Peoples Bank (Kansas)’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	$400K	Buy	4,331 +113	+3%	+$10.3K	0.39%	76
2026 Q1	$396K	Sell	4,218 -70	-2%	-$6.87K	0.4%	77
2025 Q4	$428K	Sell	4,288 -145	-3%	-$13.8K	0.43%	68
2025 Q3	$423K	Sell	4,433 -375	-8%	-$35.6K	0.42%	70
2025 Q2	$439K	Sell	4,808 -12	-0.2%	-$1K	0.29%	84
2025 Q1	$377K	Sell	4,820 -10	-0.2%	-$785	0.26%	88
2024 Q4	$357K	Sell	4,830 -100	-2%	-$7.48K	0.25%	89
2024 Q3	$320K	Sell	4,930 -305	-6%	-$20K	0.21%	98
2024 Q2	$386K	Hold	5,235	–	–	0.3%	71
2024 Q1	$379K	Sell	5,235 -200	-4%	-$13.2K	0.3%	75
2023 Q4	$374K	Sell	5,435 -810	-13%	-$46.8K	0.3%	75
2023 Q3	$343K	Buy	+6,245	New	+$377K	0.29%	76

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Peoples Bank (Kansas)'s SCHW Position: Q2 2026 in Review

Peoples Bank (Kansas) increased its Charles Schwab (SCHW) stake by 2.7% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,331 shares worth $400K. The position accounts for 0.39% of the portfolio, ranked #76.

Peoples Bank (Kansas) first reported a position in SCHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $439K in Q2 2025. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Peoples Bank (Kansas) held 4,331 shares of Charles Schwab worth $400K as of Q2 2026.
Peoples Bank (Kansas) bought 113 Charles Schwab shares in Q2 2026, an estimated $10.3K.
Charles Schwab made up 0.39% of Peoples Bank (Kansas)'s portfolio in Q2 2026, its #76 holding.
Peoples Bank (Kansas) first reported a position in Charles Schwab in Q3 2023 and has held it in 12 quarters since.
Peoples Bank (Kansas)'s Charles Schwab position peaked at $439K in Q2 2025.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Peoples Bank (Kansas)'s 13F filing for Q2 2026, filed 10 Jul 2026.