Charles Schwab
VBTX

Charles Schwab’s Veritex Holdings VBTX Stock Holding History

Charles Schwab’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-715,529
Closed -$24M – 3507
2025
Q3 		$24M Sell
715,529
-24,166
-3% -$779K ﹤0.01% 1639
2025
Q2 		$19.3M Sell
739,695
-29,362
-4% -$700K ﹤0.01% 1696
2025
Q1 		$19.2M Buy
769,057
+27,783
+4% +$716K ﹤0.01% 1660
2024
Q4 		$20.1M Buy
741,274
+8,409
+1% +$237K ﹤0.01% 1695
2024
Q3 		$19.3M Buy
732,865
+12,286
+2% +$291K ﹤0.01% 1716
2024
Q2 		$15.2M Buy
720,579
+34,619
+5% +$700K ﹤0.01% 1832
2024
Q1 		$14.1M Buy
685,960
+38,474
+6% +$796K ﹤0.01% 1814
2023
Q4 		$15.1M Buy
647,486
+73,700
+13% +$1.45M ﹤0.01% 1766
2023
Q3 		$10.3M Buy
573,786
+71,275
+14% +$1.37M ﹤0.01% 1893
2023
Q2 		$9.01M Buy
502,511
+68,159
+16% +$1.21M ﹤0.01% 1952
2023
Q1 		$7.93M Buy
434,352
+33,672
+8% +$859K ﹤0.01% 1985
2022
Q4 		$11.3M Buy
400,680
+9,912
+3% +$295K ﹤0.01% 1798
2022
Q3 		$10.4M Buy
390,768
+11,033
+3% +$334K ﹤0.01% 1807
2022
Q2 		$11.1M Buy
379,735
+24,235
+7% +$807K ﹤0.01% 1786
2022
Q1 		$13.6M Buy
355,500
+9,234
+3% +$371K ﹤0.01% 1781
2021
Q4 		$13.8M Buy
346,266
+6,067
+2% +$246K ﹤0.01% 1821
2021
Q3 		$13.4M Buy
340,199
+2,667
+0.8% +$92.9K ﹤0.01% 1842
2021
Q2 		$12M Buy
337,532
+4,129
+1% +$144K ﹤0.01% 1909
2021
Q1 		$10.9M Buy
333,403
+9,414
+3% +$278K ﹤0.01% 1911
2020
Q4 		$8.31M Buy
323,989
+7,175
+2% +$158K ﹤0.01% 1966
2020
Q3 		$5.4M Buy
316,814
+4,867
+2% +$84.2K ﹤0.01% 2023
2020
Q2 		$5.52M Buy
311,947
+11,507
+4% +$187K ﹤0.01% 1975
2020
Q1 		$4.2M Buy
300,440
+2,583
+0.9% +$62.2K ﹤0.01% 1920
2019
Q4 		$8.68M Sell
297,857
-873
-0.3% -$22.4K ﹤0.01% 1729
2019
Q3 		$7.25M Buy
298,730
+17,227
+6% +$424K ﹤0.01% 1784
2019
Q2 		$7.31M Buy
281,503
+26,237
+10% +$680K ﹤0.01% 1783
2019
Q1 		$6.18M Buy
255,266
+128,165
+101% +$3.24M ﹤0.01% 1878
2018
Q4 		$2.72M Sell
127,101
-1,174
-0.9% -$28.7K ﹤0.01% 2207
2018
Q3 		$3.63M Buy
128,275
+25,837
+25% +$794K ﹤0.01% 2212
2018
Q2 		$3.18M Buy
102,438
+19,825
+24% +$593K ﹤0.01% 2213
2018
Q1 		$2.29M Buy
82,613
+13,882
+20% +$392K ﹤0.01% 2280
2017
Q4 		$1.9M Buy
68,731
+7,951
+13% +$215K ﹤0.01% 2326
2017
Q3 		$1.64M Buy
60,780
+35,280
+138% +$927K ﹤0.01% 2355
2017
Q2 		$672K Buy
25,500
+6,900
+37% +$185K ﹤0.01% 2596
2017
Q1 		$524K Buy
18,600
+5,900
+46% +$163K ﹤0.01% 2626
2016
Q4 		$340K Hold
12,700
– – ﹤0.01% 2801
2016
Q3 		$221K Hold
12,700
– – ﹤0.01% 2895
2016
Q2 		$204K Buy
+12,700
New +$197K ﹤0.01% 2933

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Charles Schwab's VBTX Position: Q4 2025 in Review

Charles Schwab sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 715,529 shares — an estimated $24M sold.

Charles Schwab first reported a position in VBTX in Q2 2016 and held it in 38 quarters. The position peaked at $24M in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Charles Schwab reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 715,529 Veritex Holdings shares in Q4 2025, an estimated $24M.
  • Charles Schwab first reported a position in Veritex Holdings in Q2 2016 and held it in 38 quarters.
  • Charles Schwab's Veritex Holdings position peaked at $24M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.