HNB
SCHW

Hilltop National Bank’s Charles Schwab SCHW Stock Holding History

Hilltop National Bank’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 		$66K Sell
715
-3,134
-81% -$286K 0.01% 446
2026
Q1 		$362K Buy
3,849
+810
+27% +$79.4K 0.09% 169
2025
Q4 		$304K Buy
3,039
+704
+30% +$66.8K 0.07% 175
2025
Q3 		$223K Sell
2,335
-1
-0% -$95 0.05% 219
2025
Q2 		$213K Buy
+2,336
New +$196K 0.06% 221
2024
Q4 		$149K Sell
2,007
-42
-2% -$3.14K 0.04% 233
2024
Q3 		$133K Sell
2,049
-48
-2% -$3.15K 0.04% 267
2024
Q2 		$155K Buy
2,097
+242
+13% +$17.9K 0.05% 230
2024
Q1 		$134K Buy
+1,855
New +$122K 0.05% 255

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hilltop National Bank's SCHW Position: Q2 2026 in Review

Hilltop National Bank reduced its Charles Schwab (SCHW) stake by 81% in Q2 2026, selling an estimated $286K and leaving 715 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #446.

Hilltop National Bank first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $362K in Q1 2026. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hilltop National Bank held 715 shares of Charles Schwab worth $66K as of Q2 2026.
  • Hilltop National Bank sold 3,134 Charles Schwab shares in Q2 2026, an estimated $286K.
  • Charles Schwab made up 0.01% of Hilltop National Bank's portfolio in Q2 2026, its #446 holding.
  • Hilltop National Bank first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
  • Hilltop National Bank's Charles Schwab position peaked at $362K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.