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Charles Schwab Corporation shares owned by Vaughan Nelson Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Vaughan Nelson Investment Management from 13F filings

Historical chart of Vaughan Nelson Investment Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Vaughan Nelson Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Vaughan Nelson Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $129M 1.4M 93.98
2020-06-30 $112M 3.3M 33.74
2020-03-31 $104M 3.1M 33.62
2019-12-31 $155M 3.3M 47.56
2019-09-30 $108M 2.6M 41.83
2019-06-30 $82M 2.1M 40.19
2019-03-31 $77M 1.8M 42.76

More positions owned by Vaughan Nelson Investment Management

Nvidia Corp Common (NVDA)
Alphabet Inc-cl A Common (GOOGL)
Eli Lilly & Co Common (LLY)
Ishares Russell 2000 Value Index Fund Exchange Traded Funds (IWN)
Lincoln Electric Holdings Common (LECO)
Apple Common (AAPL)
Exxon Mobil Corp Common (XOM)
Taiwan Semiconductor-sp Adr (TSM)
Monolithic Power Systems Common (MPWR)
Amazon.com Common (AMZN)
Cummins Common (CMI)
Nucor Corp Common (NUE)
Eaton Corp Common (ETN)
Schwab Charles Corp Common (SCHW)
Jp Morgan Chase & Co Common (JPM)

View all positions for Vaughan Nelson Investment Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Dodge & Cox
State Street Corporation
Geode Capital Management
FMR
Franklin Resources
Vanguard Portfolio Management
PRIMECAP Management Company
Fisher Investments
Morgan Stanley
Harris Associates L.P
Artisan Partners Limited Partnership
Invesco

View all funds holding Charles Schwab Corporation