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SCHWSCHW
9 quarters

Position history for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s holdings in SCHWAB (CHARLES) CORP

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds 1.3M shares of SCHW (SCHWAB (CHARLES) CORP), worth $123.4M as of 2026-Q2. The position was decreased (-2.7% shares). SCHW represents 1.1% of VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.'s portfolio.

Current Value

$123.4M

Current Shares

1.3M

Total Value Change

+$46.1M

Total Shares Change

-469,640

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-2.7%
$123.4M1.1%$92.00
0
2026-Q1
New
1.4M
-
$129.1M1.3%$93.37
69
2020-Q3
Exited
0
-100.0%
$00.0%$33.48
0
2020-Q2
Increased
3.3M
+7.2%
$111.9M1.6%$31.01
51
2020-Q1
Decreased
3.1M
-5.2%
$104M1.8%$30.74
0
2019-Q4
Increased
3.3M
+25.8%
$155.1M1.9%$43.32
59
2019-Q3
Increased
2.6M
+26.4%
$108.4M1.5%$37.95
58
2019-Q2
Increased
2.1M
+13.5%
$82.4M1.1%$36.30
53
2019-Q1
New
1.8M
-
$77.3M1.0%$38.47
68

Other major holders of SCHW: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, TORONTO DOMINION BANK

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