Question 1

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

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 78,941 shares of SMBC (SOUTHERN MO BANCORP INC).

Question 2

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

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's SMBC position is worth $6M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling SMBC?

Accepted Answer

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their SMBC position (+2.4% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy SMBC?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	78,941	+2.4%	$6M	0.0%	$75.94	28
2026-Q1	Decreased	77,131	-1.0%	$4.9M	0.0%	$63.48	0
2025-Q4	Decreased	77,943	-2.1%	$4.6M	0.0%	$58.47	0
2025-Q3	Increased	79,585	+1.4%	$4.2M	0.0%	$51.74	27
2025-Q2	Decreased	78,472	-6.0%	$4.3M	0.0%	$53.69	0
2025-Q1	Decreased	83,448	-8.8%	$4.3M	0.0%	$50.77	0
2024-Q4	Increased	91,520	+1.7%	$5.3M	0.0%	$55.78	27
2024-Q3	Increased	89,957	+147.9%	$5.1M	0.0%	$54.73	43
2024-Q2	Increased	36,287	+43.5%	$1.6M	0.0%	$43.41	35
2024-Q1	Decreased	25,289	-2.6%	$1.1M	0.0%	$41.95	0
2023-Q4	Increased	25,954	+9.7%	$1.4M	0.0%	$50.98	28
2023-Q3	Decreased	23,653	0.0%	$915,135	0.0%	$36.76	0
2023-Q2	Increased	23,654	+10.3%	$909,496	0.0%	$36.36	27
2023-Q1	Increased	21,455	+3.0%	$802,632	0.0%	$35.15	25
2022-Q4	Increased	20,831	+1.4%	$954,685	0.0%	$42.87	25
2022-Q3	Decreased	20,545	-1.8%	$1M	0.0%	$47.54	0
2022-Q2	Increased	20,931	+4.0%	$948,000	0.0%	$42.00	26
2022-Q1	Increased	20,131	+3.6%	$1M	0.0%	$46.14	26
2021-Q4	Increased	19,436	+0.1%	$1M	0.0%	$48.01	25
2021-Q3	Decreased	19,423	-0.1%	$872,000	0.0%	$41.17	0
2021-Q2	Unchanged	19,448	0.0%	$875,000	0.0%	$41.06	0
2021-Q1	Unchanged	19,448	0.0%	$767,000	0.0%	$35.86	0
2020-Q4	Increased	19,448	+4.1%	$592,000	0.0%	$27.57	25
2020-Q3	Decreased	18,677	-4.3%	$441,000	0.0%	$21.24	0
2020-Q2	Unchanged	19,513	0.0%	$475,000	0.0%	$21.75	0
2020-Q1	Unchanged	19,513	0.0%	$474,000	0.0%	$21.57	0
2019-Q4	Increased	19,513	+0.8%	$749,000	0.0%	$33.95	25
2019-Q3	Unchanged	19,358	0.0%	$706,000	0.0%	$32.11	0
2019-Q2	Increased	19,358	+7.2%	$675,000	0.0%	$30.57	26
2019-Q1	Decreased	18,054	-2.8%	$557,000	0.0%	$26.92	0
2018-Q4	New	18,565	-	$630,000	0.0%	$29.52	34

SMBC31 quarters

SMBC
31 quarters