TCBWMS
SCHW

Texas Capital Bank Wealth Management Services’s Charles Schwab SCHW Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$305K Sell
3,301
-689
-17% -$62.8K 0.02% 289
2026
Q1 		$375K Buy
+3,990
New +$391K 0.02% 241
2023
Q3 		– Sell
-10,015
Closed -$568K – 235
2023
Q2 		$568K Buy
+10,015
New +$525K 0.06% 115

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

Texas Capital Bank Wealth Management Services's SCHW Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Charles Schwab (SCHW) stake by 17% in Q2 2026, selling an estimated $62.8K and leaving 3,301 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #289.

Texas Capital Bank Wealth Management Services first reported a position in SCHW in Q2 2023 and has held it in 3 quarters since. The position peaked at $568K in Q2 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 3,301 shares of Charles Schwab worth $305K as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 689 Charles Schwab shares in Q2 2026, an estimated $62.8K.
  • Charles Schwab made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #289 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Charles Schwab in Q2 2023 and has held it in 3 quarters since.
  • Texas Capital Bank Wealth Management Services's Charles Schwab position peaked at $568K in Q2 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.