Charles Schwab
IBTX

Charles Schwab’s Independent Bank Group, Inc. IBTX Stock Holding History

Charles Schwab’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-490,073
Closed -$29.7M – 3547
2024
Q4 		$29.7M Buy
490,073
+4,804
+1% +$297K 0.01% 1462
2024
Q3 		$28M Buy
485,269
+7,287
+2% +$398K 0.01% 1508
2024
Q2 		$21.8M Buy
477,982
+24,347
+5% +$1.04M ﹤0.01% 1624
2024
Q1 		$20.7M Buy
453,635
+24,842
+6% +$1.16M ﹤0.01% 1595
2023
Q4 		$21.8M Buy
428,793
+28,395
+7% +$1.15M 0.01% 1547
2023
Q3 		$15.8M Buy
400,398
+33,952
+9% +$1.39M ﹤0.01% 1646
2023
Q2 		$12.7M Buy
366,446
+27,457
+8% +$1.02M ﹤0.01% 1797
2023
Q1 		$15.7M Buy
338,989
+9,884
+3% +$562K ﹤0.01% 1638
2022
Q4 		$19.8M Buy
329,105
+12,274
+4% +$780K 0.01% 1457
2022
Q3 		$19.5M Buy
316,831
+4,777
+2% +$330K 0.01% 1396
2022
Q2 		$21.2M Buy
312,054
+311
+0.1% +$21.7K 0.01% 1366
2022
Q1 		$22.2M Buy
311,743
+10,901
+4% +$829K 0.01% 1465
2021
Q4 		$21.7M Buy
300,842
+15,774
+6% +$1.14M 0.01% 1515
2021
Q3 		$20.3M Buy
285,068
+15,202
+6% +$1.06M 0.01% 1573
2021
Q2 		$20M Buy
269,866
+12,499
+5% +$947K 0.01% 1592
2021
Q1 		$18.6M Buy
257,367
+14,177
+6% +$994K 0.01% 1590
2020
Q4 		$15.2M Buy
243,190
+4,162
+2% +$230K 0.01% 1595
2020
Q3 		$10.6M Sell
239,028
-4,761
-2% -$211K ﹤0.01% 1652
2020
Q2 		$9.88M Buy
243,789
+16,984
+7% +$550K ﹤0.01% 1662
2020
Q1 		$5.37M Buy
226,805
+4,412
+2% +$203K ﹤0.01% 1802
2019
Q4 		$12.3M Buy
222,393
+4,292
+2% +$238K 0.01% 1543
2019
Q3 		$11.5M Buy
218,101
+8,567
+4% +$453K 0.01% 1517
2019
Q2 		$11.5M Buy
209,534
+11,351
+6% +$617K 0.01% 1506
2019
Q1 		$10.2M Buy
198,183
+74,651
+60% +$4.02M 0.01% 1575
2018
Q4 		$5.66M Sell
123,532
-1,018
-0.8% -$57.8K ﹤0.01% 1839
2018
Q3 		$8.26M Buy
124,550
+21,422
+21% +$1.46M 0.01% 1763
2018
Q2 		$6.89M Buy
103,128
+10,140
+11% +$740K 0.01% 1833
2018
Q1 		$6.58M Buy
92,988
+4,158
+5% +$299K 0.01% 1789
2017
Q4 		$6M Buy
88,830
+3,405
+4% +$220K ﹤0.01% 1824
2017
Q3 		$5.15M Buy
85,425
+26,150
+44% +$1.52M ﹤0.01% 1866
2017
Q2 		$3.53M Buy
59,275
+17,666
+42% +$1.05M ﹤0.01% 1994
2017
Q1 		$2.68M Buy
41,609
+2,794
+7% +$176K ﹤0.01% 2088
2016
Q4 		$2.42M Buy
38,815
+2,156
+6% +$116K ﹤0.01% 2094
2016
Q3 		$1.62M Buy
36,659
+5,788
+19% +$249K ﹤0.01% 2235
2016
Q2 		$1.32M Buy
30,871
+4,220
+16% +$150K ﹤0.01% 2248
2016
Q1 		$731K Buy
26,651
+510
+2% +$14.8K ﹤0.01% 2450
2015
Q4 		$837K Buy
26,141
+650
+3% +$24.9K ﹤0.01% 2447
2015
Q3 		$980K Buy
25,491
+8,568
+51% +$361K ﹤0.01% 2394
2015
Q2 		$726K Buy
16,923
+246
+1% +$10K ﹤0.01% 2546
2015
Q1 		$649K Buy
16,677
+348
+2% +$12.4K ﹤0.01% 2540
2014
Q4 		$638K Buy
16,329
+183
+1% +$7.95K ﹤0.01% 2541
2014
Q3 		$767K Buy
16,146
+153
+1% +$7.64K ﹤0.01% 2423
2014
Q2 		$891K Buy
15,993
+7,952
+99% +$419K ﹤0.01% 2370
2014
Q1 		$473K Buy
8,041
+180
+2% +$9.53K ﹤0.01% 2611
2013
Q4 		$391K Sell
7,861
-924
-11% -$38.2K ﹤0.01% 2679
2013
Q3 		$317K Buy
8,785
+1,965
+29% +$66.6K ﹤0.01% 2727
2013
Q2 		$208K Buy
+6,820
New +$198K ﹤0.01% 2884

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Charles Schwab's IBTX Position: Q1 2025 in Review

Charles Schwab sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 490,073 shares — an estimated $29.7M sold.

Charles Schwab first reported a position in IBTX in Q2 2013 and held it in 47 quarters. The position peaked at $29.7M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Charles Schwab reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 490,073 Independent Bank Group, Inc. shares in Q1 2025, an estimated $29.7M.
  • Charles Schwab first reported a position in Independent Bank Group, Inc. in Q2 2013 and held it in 47 quarters.
  • Charles Schwab's Independent Bank Group, Inc. position peaked at $29.7M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.