HW
SCHW

Hancock Whitney’s Charles Schwab SCHW Stock Holding History

Hancock Whitney’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2M Buy
143,134
+1,812
+1% +$165K 0.22% 114
2026
Q1 		$13M Buy
141,322
+113,144
+402% +$11.1M 0.23% 109
2025
Q4 		$2.82M Buy
28,178
+8,417
+43% +$799K 0.05% 248
2025
Q3 		$1.89M Buy
19,761
+5,909
+43% +$561K 0.03% 314
2025
Q2 		$1.26M Buy
+13,852
New +$1.16M 0.02% 373
2016
Q2 		– Sell
-81,670
Closed -$2.29M – 606
2016
Q1 		$2.29M Buy
+81,670
New +$2.16M 0.1% 243

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hancock Whitney's SCHW Position: Q2 2026 in Review

Hancock Whitney increased its Charles Schwab (SCHW) stake by 1.3% in Q2 2026, buying an estimated $165K and bringing the position to 143,134 shares worth $13.2M. The position accounts for 0.22% of the portfolio, ranked #114.

Hancock Whitney first reported a position in SCHW in Q1 2016 and has held it in 6 quarters since. 2,310 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hancock Whitney held 143,134 shares of Charles Schwab worth $13.2M as of Q2 2026.
  • Hancock Whitney bought 1,812 Charles Schwab shares in Q2 2026, an estimated $165K.
  • Charles Schwab made up 0.22% of Hancock Whitney's portfolio in Q2 2026, its #114 holding.
  • Hancock Whitney first reported a position in Charles Schwab in Q1 2016 and has held it in 6 quarters since.
  • 2,310 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.