Charles Schwab
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Charles Schwab’s Third Coast Bancshares TCBX Stock Holding History

Charles Schwab’s Portfolio TCBX Stock Details TCBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Buy
43,183
+9,046
+26% +$353K ﹤0.01% 2834
2026
Q1 		$1.29M Sell
34,137
-4,632
-12% -$183K ﹤0.01% 2830
2025
Q4 		$1.47M Buy
38,769
+953
+3% +$36.5K ﹤0.01% 2811
2025
Q3 		$1.44M Sell
37,816
-918
-2% -$34.9K ﹤0.01% 2839
2025
Q2 		$1.27M Buy
38,734
+4,636
+14% +$141K ﹤0.01% 2826
2025
Q1 		$1.14M Hold
34,098
– – ﹤0.01% 2792
2024
Q4 		$1.16M Buy
34,098
+942
+3% +$30.7K ﹤0.01% 2860
2024
Q3 		$888K Hold
33,156
– – ﹤0.01% 2951
2024
Q2 		$705K Sell
33,156
-1,832
-5% -$36.7K ﹤0.01% 3053
2024
Q1 		$700K Sell
34,988
-1,494
-4% -$28.9K ﹤0.01% 2903
2023
Q4 		$725K Hold
36,482
– – ﹤0.01% 2941
2023
Q3 		$624K Buy
36,482
+10
+0% +$187 ﹤0.01% 2963
2023
Q2 		$579K Buy
36,472
+1,372
+4% +$21.3K ﹤0.01% 2980
2023
Q1 		$551K Hold
35,100
– – ﹤0.01% 2919
2022
Q4 		$647K Buy
35,100
+851
+2% +$15.8K ﹤0.01% 2916
2022
Q3 		$586K Buy
34,249
+6,172
+22% +$121K ﹤0.01% 2956
2022
Q2 		$615K Buy
28,077
+19,028
+210% +$442K ﹤0.01% 2991
2022
Q1 		$210K Buy
9,049
+1,367
+18% +$32.6K ﹤0.01% 3298
2021
Q4 		$200K Buy
+7,682
New +$206K ﹤0.01% 3361

Other funds holding TCBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Charles Schwab's TCBX Position: Q2 2026 in Review

Charles Schwab increased its Third Coast Bancshares (TCBX) stake by 26% in Q2 2026, buying an estimated $353K and bringing the position to 43,183 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Charles Schwab first reported a position in TCBX in Q4 2021 and has held it in 19 quarters since. 143 funds tracked by Wall St. Rank hold TCBX as of Q2 2026.

  • Charles Schwab held 43,183 shares of Third Coast Bancshares worth $1.74M as of Q2 2026.
  • Charles Schwab bought 9,046 Third Coast Bancshares shares in Q2 2026, an estimated $353K.
  • Third Coast Bancshares made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2834 holding.
  • Charles Schwab first reported a position in Third Coast Bancshares in Q4 2021 and has held it in 19 quarters since.
  • 143 funds tracked by Wall St. Rank held Third Coast Bancshares as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.