Sunflower Bank’s Charles Schwab SCHW Stock Holding History

Sunflower 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	$277K	Buy	2,998 +266	+10%	+$24.3K	0.07%	124
2026 Q1	$257K	Buy	2,732 +2	+0.1%	+$196	0.07%	125
2025 Q4	$273K	Buy	2,730 +23	+0.8%	+$2.18K	0.07%	123
2025 Q3	$258K	Buy	2,707 +95	+4%	+$9.02K	0.06%	122
2025 Q2	$238K	Sell	2,612 -89	-3%	-$7.45K	0.06%	126
2025 Q1	$211K	Buy	+2,701	New	+$212K	0.06%	123
2022 Q2	–	Sell	-3,344	Closed	-$282K	–	191
2022 Q1	$282K	Sell	3,344 -135	-4%	-$11.9K	0.04%	161
2021 Q4	$293K	Sell	3,479 -366	-10%	-$29.6K	0.04%	164
2021 Q3	$280K	Buy	3,845 +103	+3%	+$7.36K	0.04%	167
2021 Q2	$272K	Buy	3,742 +248	+7%	+$17.6K	0.04%	176
2021 Q1	$228K	Buy	+3,494	New	+$212K	0.04%	186

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 $3.37T AUM 44.26% 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

Sunflower Bank's SCHW Position: Q2 2026 in Review

Sunflower Bank increased its Charles Schwab (SCHW) stake by 9.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,998 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #124.

Sunflower Bank first reported a position in SCHW in Q1 2021 and has held it in 11 quarters since. The position peaked at $293K in Q4 2021. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Sunflower Bank held 2,998 shares of Charles Schwab worth $277K as of Q2 2026.
Sunflower Bank bought 266 Charles Schwab shares in Q2 2026, an estimated $24.3K.
Charles Schwab made up 0.07% of Sunflower Bank's portfolio in Q2 2026, its #124 holding.
Sunflower Bank first reported a position in Charles Schwab in Q1 2021 and has held it in 11 quarters since.
Sunflower Bank's Charles Schwab position peaked at $293K in Q4 2021.
2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sunflower Bank's 13F filing for Q2 2026, filed 13 Jul 2026.