Texas Capital Bank Wealth Management Services Inc

Bank

Position in SCHW — Schwab Charles Corp

CIK 1802655 Dallas, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$304,583

-$70,396 QoQ

Shares Held

3,301

-17.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,736

of 2,304 holders

Holding Since

Jun 2023

3 quarters on record

Voting authority Sole 5% Shared 17% None 77%

Financial Services · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $14,550,771 across 5 Capital Markets names. SCHW ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	62,963	$13,161,785
2	IREN	IREN Ltd	10,175	$465,302
3	GS	Goldman Sachs Group Inc	348	$351,956
4	SCHW	Schwab Charles Corp This page	3,301	$304,583
5	HOOD	Robinhood Markets, Inc.	2,664	$267,145

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,583	3,301	-17.3%	Shares	Sole	2026-08-07
2026-03-31	$374,979	3,990	-60.2%	Shares	Other	2026-05-11
2023-06-30	$567,650	10,015	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.