Charles Schwab
CADE

Charles Schwab’s Cadence Bank CADE Stock Holding History

Charles Schwab’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,125,473
Closed -$91.1M – 3467
2025
Q4 		$91.1M Sell
2,125,473
-41,027
-2% -$1.63M 0.01% 771
2025
Q3 		$81.3M Sell
2,166,500
-14,123
-0.6% -$509K 0.01% 832
2025
Q2 		$69.7M Sell
2,180,623
-76,255
-3% -$2.29M 0.01% 885
2025
Q1 		$68.5M Buy
2,256,878
+2,083
+0.1% +$69K 0.01% 854
2024
Q4 		$77.7M Buy
2,254,795
+12,309
+0.5% +$433K 0.01% 808
2024
Q3 		$71.4M Buy
2,242,486
+105,231
+5% +$3.26M 0.01% 866
2024
Q2 		$60.4M Buy
2,137,255
+46,572
+2% +$1.31M 0.01% 929
2024
Q1 		$60.6M Buy
2,090,683
+73,324
+4% +$2.04M 0.01% 888
2023
Q4 		$59.7M Buy
2,017,359
+77,563
+4% +$1.89M 0.02% 853
2023
Q3 		$41.2M Buy
1,939,796
+18,922
+1% +$427K 0.01% 1017
2023
Q2 		$37.7M Buy
1,920,874
+75,057
+4% +$1.48M 0.01% 1059
2023
Q1 		$38.3M Buy
1,845,817
+53,428
+3% +$1.33M 0.01% 1010
2022
Q4 		$44.2M Buy
1,792,389
+2,596
+0.1% +$69.7K 0.01% 900
2022
Q3 		$45.5M Buy
1,789,793
+72,775
+4% +$1.87M 0.02% 821
2022
Q2 		$40.3M Sell
1,717,018
-23,491
-1% -$605K 0.01% 896
2022
Q1 		$50.9M Sell
1,740,509
-19,935
-1% -$622K 0.02% 859
2021
Q4 		$52.4M Buy
1,760,444
+786,046
+81% +$23.7M 0.02% 858
2021
Q3 		$29M Buy
974,398
+20,772
+2% +$579K 0.01% 1257
2021
Q2 		$27M Buy
953,626
+27,035
+3% +$820K 0.01% 1341
2021
Q1 		$30.1M Buy
926,591
+16,915
+2% +$522K 0.01% 1192
2020
Q4 		$25M Buy
909,676
+34,210
+4% +$864K 0.01% 1233
2020
Q3 		$17M Sell
875,466
-5,037
-0.6% -$108K 0.01% 1317
2020
Q2 		$20M Buy
880,503
+65,533
+8% +$1.39M 0.01% 1166
2020
Q1 		$15.4M Buy
814,970
+52,422
+7% +$1.39M 0.01% 1178
2019
Q4 		$24M Buy
762,548
+47,382
+7% +$1.46M 0.01% 1086
2019
Q3 		$21.2M Buy
715,166
+44,900
+7% +$1.28M 0.01% 1110
2019
Q2 		$19.5M Buy
670,266
+24,998
+4% +$725K 0.01% 1157
2019
Q1 		$18.2M Buy
645,268
+45,175
+8% +$1.34M 0.01% 1174
2018
Q4 		$15.7M Buy
600,093
+3,112
+0.5% +$90.5K 0.01% 1146
2018
Q3 		$19.5M Buy
596,981
+48,758
+9% +$1.66M 0.01% 1156
2018
Q2 		$18.1M Buy
548,223
+40,637
+8% +$1.36M 0.01% 1166
2018
Q1 		$16.1M Buy
507,586
+19,890
+4% +$655K 0.01% 1149
2017
Q4 		$15.3M Buy
487,696
+13,927
+3% +$447K 0.01% 1179
2017
Q3 		$15.2M Buy
473,769
+27,955
+6% +$836K 0.01% 1121
2017
Q2 		$13.6M Buy
445,814
+13,577
+3% +$407K 0.01% 1118
2017
Q1 		$13.1M Buy
432,237
+2,036
+0.5% +$62.5K 0.01% 1119
2016
Q4 		$13.4M Buy
430,201
+24,699
+6% +$662K 0.01% 1050
2016
Q3 		$9.41M Buy
405,502
+40,378
+11% +$960K 0.01% 1216
2016
Q2 		$8.29M Sell
365,124
-9,836
-3% -$222K 0.01% 1208
2016
Q1 		$7.99M Buy
374,960
+16,944
+5% +$352K 0.01% 1200
2015
Q4 		$8.59M Sell
358,016
-8,956
-2% -$224K 0.01% 1123
2015
Q3 		$8.72M Buy
366,972
+9,449
+3% +$233K 0.01% 1087
2015
Q2 		$9.21M Buy
357,523
+24,572
+7% +$606K 0.01% 1101
2015
Q1 		$7.73M Buy
332,951
+21,410
+7% +$467K 0.01% 1186
2014
Q4 		$7.01M Buy
311,541
+6,463
+2% +$140K 0.01% 1170
2014
Q3 		$6.14M Buy
305,078
+520
+0.2% +$11.3K 0.01% 1190
2014
Q2 		$7.48M Buy
304,558
+3,033
+1% +$72.1K 0.01% 1067
2014
Q1 		$7.53M Buy
301,525
+22,718
+8% +$553K 0.01% 1010
2013
Q4 		$7.09M Buy
278,807
+5,975
+2% +$136K 0.01% 983
2013
Q3 		$5.54M Buy
272,832
+7,470
+3% +$147K 0.01% 1089
2013
Q2 		$4.81M Buy
+265,362
New +$4.38M 0.01% 1092

Other funds holding CADE

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's CADE Position: Q1 2026 in Review

Charles Schwab sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 2,125,473 shares — an estimated $91.1M sold.

Charles Schwab first reported a position in CADE in Q2 2013 and held it in 51 quarters. The position peaked at $91.1M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

  • Charles Schwab reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab sold 2,125,473 Cadence Bank shares in Q1 2026, an estimated $91.1M.
  • Charles Schwab first reported a position in Cadence Bank in Q2 2013 and held it in 51 quarters.
  • Charles Schwab's Cadence Bank position peaked at $91.1M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.