Question 1

How many shares of MBWM does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 144,188 shares of MBWM (MERCANTILE BK CORP).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's MBWM position worth?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's MBWM position is worth $8.3M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling MBWM?

Accepted Answer

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their MBWM position (+2.7% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy MBWM?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in MBWM in 2018-Q4. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	144,188	+2.7%	$8.3M	0.0%	$57.05	28
2026-Q1	Increased	140,446	+5.4%	$7.1M	0.0%	$49.80	29
2025-Q4	Decreased	133,288	-0.1%	$6.4M	0.0%	$47.08	0
2025-Q3	Increased	133,362	+0.4%	$6M	0.0%	$43.69	27
2025-Q2	Increased	132,851	+3.1%	$6.2M	0.0%	$44.71	28
2025-Q1	Decreased	128,885	-32.1%	$5.6M	0.0%	$41.49	0
2024-Q4	Decreased	189,962	-3.2%	$8.5M	0.0%	$42.15	0
2024-Q3	Increased	196,324	+4.5%	$8.6M	0.0%	$41.13	29
2024-Q2	Decreased	187,911	-5.3%	$7.6M	0.0%	$37.86	0
2024-Q1	Decreased	198,416	-0.3%	$7.6M	0.0%	$35.58	0
2023-Q4	Increased	199,041	+1.6%	$8M	0.0%	$36.97	28
2023-Q3	Increased	195,809	+2.2%	$6.1M	0.0%	$28.02	28
2023-Q2	Increased	191,676	+18.8%	$5.3M	0.0%	$24.78	32
2023-Q1	Increased	161,392	+45.3%	$4.9M	0.0%	$27.09	37
2022-Q4	Increased	111,112	+4.1%	$3.7M	0.0%	$29.38	28
2022-Q3	Increased	106,708	+4.0%	$3.2M	0.0%	$25.83	28
2022-Q2	Decreased	102,587	-3.4%	$3.3M	0.0%	$27.51	0
2022-Q1	Decreased	106,222	-21.9%	$3.8M	0.0%	$30.21	0
2021-Q4	Increased	136,072	+1.3%	$4.8M	0.0%	$29.63	27
2021-Q3	Decreased	134,332	-6.7%	$4.3M	0.0%	$26.85	0
2021-Q2	Increased	143,989	+22.7%	$4.3M	0.0%	$25.07	32
2021-Q1	Increased	117,352	+10.7%	$3.8M	0.0%	$26.72	30
2020-Q4	Decreased	106,014	-0.2%	$2.9M	0.0%	$22.15	0
2020-Q3	Decreased	106,245	-0.8%	$1.9M	0.0%	$14.53	0
2020-Q2	Increased	107,137	+4.6%	$2.4M	0.0%	$17.99	27
2020-Q1	Increased	102,384	+2.0%	$2.2M	0.0%	$16.65	26
2019-Q4	Increased	100,396	+2.1%	$3.7M	0.0%	$28.41	27
2019-Q3	Decreased	98,337	-0.3%	$3.2M	0.0%	$25.35	0
2019-Q2	Decreased	98,612	-6.7%	$3.2M	0.0%	$24.96	0
2019-Q1	Decreased	105,648	-7.5%	$3.5M	0.0%	$24.86	0
2018-Q4	First report	114,183	-	$3.2M	0.0%	$21.31	0

MBWM31 quarters

MBWM
31 quarters