Question 1

Does Vaughan Nelson Investment Management own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Vaughan Nelson Investment Management holds 1,337,145 shares of SCHW (Charles Schwab), worth $123.4M.

Question 2

How many shares of SCHW does Vaughan Nelson Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Vaughan Nelson Investment Management holds 1,337,145 shares of SCHW (Charles Schwab).

Question 3

What is Vaughan Nelson Investment Management's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, Vaughan Nelson Investment Management's SCHW position is worth $123.4M.

Question 4

Is Vaughan Nelson Investment Management buying or selling SCHW?

Accepted Answer

In Q2 2026, Vaughan Nelson Investment Management reduced its SCHW position by 36,975 shares (-2.7%).

Question 5

When did Vaughan Nelson Investment Management first buy SCHW?

Accepted Answer

Vaughan Nelson Investment Management already held SCHW in its Q1 2019 13F, the earliest on record, and has listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.3M	-2.7%	$123.4M	1.1%	$92.00	0
2026-Q1	New	1.4M	-	$129.1M	1.3%	$93.37	69
2020-Q3	Exited	0	-100.0%	$0	0.0%	$33.48	0
2020-Q2	Increased	3.3M	+7.2%	$111.9M	1.6%	$31.01	51
2020-Q1	Decreased	3.1M	-5.2%	$104M	1.8%	$30.74	0
2019-Q4	Increased	3.3M	+25.8%	$155.1M	1.9%	$43.32	59
2019-Q3	Increased	2.6M	+26.4%	$108.4M	1.5%	$37.95	58
2019-Q2	Increased	2.1M	+13.5%	$82.4M	1.1%	$36.30	53
2019-Q1	First report	1.8M	-	$77.3M	1.0%	$38.47	0

SCHW9 quarters

SCHW
9 quarters