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 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	-$2.29K	–	606
2016 Q1	$2.29K	Buy	+81,670	New	+$2.16M	0.1%	243

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hancock Whitney's SCHW Position: Q1 2026 in Review

Hancock Whitney increased its Charles Schwab (SCHW) stake by 402% in Q1 2026, buying an estimated $11.1M and bringing the position to 141,322 shares worth $13M. The position accounts for 0.23% of the portfolio, ranked #109.

Hancock Whitney first reported a position in SCHW in Q1 2016 and has held it in 5 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Hancock Whitney held 141,322 shares of Charles Schwab worth $13M as of Q1 2026.
Hancock Whitney bought 113,144 Charles Schwab shares in Q1 2026, an estimated $11.1M.
Charles Schwab made up 0.23% of Hancock Whitney's portfolio in Q1 2026, its #109 holding.
Hancock Whitney first reported a position in Charles Schwab in Q1 2016 and has held it in 5 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Hancock Whitney's 13F filing for Q1 2026, filed 15 May 2026.