Vaughan Nelson Investment Management’s Charles Schwab SCHW Stock Holding History

Vaughan Nelson Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$129M	Buy
2020 Q3	–	Sell
2020 Q2	$112M	Buy
2020 Q1	$104M	Sell
2019 Q4	$155M	Buy
2019 Q3	$108M	Buy
2019 Q2	$82.4M	Buy
2019 Q1	$77.3M	Buy