Busey Wealth Management

SEC CIK: 0001427202
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Busey Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 264,590
Value: $24.4M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of SCHW by Busey Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	264,590	$24.4M	0.6%	+439+0.2%	Added	Holders
Q1 2026	264,151	$24.8M	0.7%	+5,189+2.0%	Added	Holders
Q4 2025	258,962	$25.9M	0.7%	+34,745+15.5%	Added	Holders
Q3 2025	224,217	$21.4M	0.6%	+966+0.4%	Added	Holders
Q2 2025	223,251	$20.4M	0.6%	−4,428−1.9%	Reduced	Holders
Q1 2025	227,679	$17.8M	0.6%	+7,072+3.2%	Added	Holders
Q4 2024	220,607	$16.3M	0.5%	+3,025+1.4%	Added	Holders
Q3 2024	217,582	$14.1M	0.5%	+4,457+2.1%	Added	Holders
Q2 2024	213,125	$15.7M	0.5%	+4,873+2.3%	Added	Holders
Q1 2024	208,252	$15.1M	0.5%	+2,662+1.3%	Added	Holders
Q4 2023	205,590	$14.1M	0.5%	+50,778+32.8%	Added	Holders
Q3 2023	154,812	$8.50M	0.4%	+58,089+60.1%	Added	Holders
Q2 2023	96,723	$5.48M	0.2%	−561−0.6%	Reduced	Holders
Q1 2023	97,284	$5.10M	0.2%	+6,678+7.4%	Added	Holders
Q4 2022	90,606	$7.54M	0.3%	−2,254−2.4%	Reduced	Holders
Q3 2022	92,860	$6.67M	0.3%	+1,525+1.7%	Added	Holders
Q2 2022	91,335	$5.77M	0.3%	+1,430+1.6%	Added	Holders
Q1 2022	89,905	$7.58M	0.3%	−5,254−5.5%	Reduced	Holders
Q4 2021	95,159	$8.00M	0.3%	−4,487−4.5%	Reduced	Holders
Q3 2021	99,646	$7.26M	0.3%	+298+0.3%	Added	Holders
Q2 2021	99,348	$7.23M	0.3%	−400−0.4%	Reduced	Holders
Q1 2021	99,748	$6.50M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.