Hills Bank & Trust Co

Bank

Position in SCHW — Schwab Charles Corp

CIK 1309148 North Liberty, IA

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,652,370

-$91,898 QoQ

Shares Held

17,908

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#995

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hills Bank & Trust Co holds $3,514,444 across 3 Capital Markets names. SCHW ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	17,908	$1,652,370
2	MS	Morgan Stanley	7,495	$1,566,754
3	GS	Goldman Sachs Group Inc	292	$295,320

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,652,370	17,908	-3.5%	Shares	Defined	2026-08-10
2026-03-31	$1,744,268	18,560	-7.9%	Shares	Defined	2026-05-01
2025-12-31	$2,013,785	20,156	-5.2%	Shares	Defined	2026-02-05
2025-09-30	$2,030,360	21,267	+1.4%	Shares	Defined	2025-11-13
2025-06-30	$1,912,936	20,966	+3.5%	Shares	Defined	2025-08-05
2025-03-31	$1,585,717	20,257	+3.0%	Shares	Defined	2025-04-25
2024-12-31	$1,455,184	19,662	+7.1%	Shares	Defined	2025-02-10
2024-09-30	$1,189,522	18,354	-0.7%	Shares	Defined	2024-10-28
2024-06-30	$1,362,453	18,489	+6.7%	Shares	Defined	2024-07-25
2024-03-31	$1,254,086	17,336	+3.1%	Shares	Defined	2024-05-08
2023-12-31	$1,156,733	16,813	+6.6%	Shares	Defined	2024-02-07
2023-09-30	$865,607	15,767	+9.0%	Shares	Defined	2023-10-26
2023-06-30	$819,932	14,466	+78.0%	Shares	Defined	2023-07-21
2023-03-31	$425,744	8,128	+363.1%	Shares	Defined	2023-04-17
2022-12-31	$146,121	1,755	+4.3%	Shares	Defined	2023-02-06
2022-09-30	$120,884	1,682	0.0%	Shares	Defined	2022-11-03
2022-06-30	$106,268	1,682	-5.6%	Shares	Defined	2022-08-02
2022-03-31	$150,240	1,782	-3.9%	Shares	Defined	2022-08-16
2021-12-31	$156,004	1,855	0.0%	Shares	Defined	2022-02-04
2021-09-30	$135,117	1,855	+0.1%	Shares	Defined	2021-10-27
2021-06-30	$134,989	1,854	0.0%	Shares	Defined	2021-08-02
2021-03-31	$120,843	1,854	-4.4%	Shares	Defined	2021-05-03
2020-12-31	$102,844	1,939	-54.5%	Shares	Defined	2021-02-01
2020-06-30	$143,731	4,260	-30.3%	Shares	Defined	2020-08-05
2020-03-31	$205,384	6,109	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.