VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in SCHW — Schwab Charles Corp

CIK 1021642 HOUSTON, TX

Position in SCHW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$123,378,367

-$5,761,428 QoQ

Shares Held

1,337,145

-2.7% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#129

of 2,304 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $194,208,810 across 3 Capital Markets names. SCHW ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	1,337,145	$123,378,367
2	HLI	Houlihan Lokey, Inc.	514,374	$68,992,982
3	MS	Morgan Stanley	8,790	$1,837,461

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,378,367	1,337,145	-2.7%	Shares	Defined	2026-07-16
2026-03-31	$129,139,795	1,374,120	-58.6%	Shares	Defined	2026-04-16
2020-06-30	$111,880,489	3,315,960	+7.2%	Shares	Defined	2020-08-14
2020-03-31	$103,987,499	3,093,025	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.