SMBT
SCHW

Southern Michigan Bank & Trust’s Charles Schwab SCHW Stock Holding History

Southern Michigan Bank & Trust’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 		$1.01K Hold
11
– – ﹤0.01% 403
2026
Q1 		$1.03K Buy
+11
New +$1.08K ﹤0.01% 402

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Southern Michigan Bank & Trust's SCHW Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Charles Schwab (SCHW) position steady in Q2 2026 at 11 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Southern Michigan Bank & Trust first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03K in Q1 2026. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Southern Michigan Bank & Trust held 11 shares of Charles Schwab worth $1.01K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #403 holding.
  • Southern Michigan Bank & Trust first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Charles Schwab position peaked at $1.03K in Q1 2026.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.