Security National Bank of So Dak’s Charles Schwab SCHW Stock Holding History

Security National Bank of So Dak’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	$102K	Buy	+1,105	New	+$101K	0.05%	135

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Security National Bank of So Dak's SCHW Position: Q2 2026 in Review

Security National Bank of So Dak opened a new position in Charles Schwab (SCHW) in Q2 2026: 1,105 shares worth $102K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Security National Bank of So Dak held 1,105 shares of Charles Schwab worth $102K as of Q2 2026.
Charles Schwab was a new Security National Bank of So Dak position in Q2 2026.
Charles Schwab made up 0.05% of Security National Bank of So Dak's portfolio in Q2 2026, its #135 holding.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Security National Bank of So Dak's 13F filing for Q2 2026, filed 18 Sep 2026.