Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,206,973
-$74,468 QoQ
Shares Held
143,134
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#447
of 2,303 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HANCOCK WHITNEY CORP holds $91,742,983 across 6 Capital Markets names. SCHW ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,675 | $47,205,693 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
467,103 | $27,825,325 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
143,134 | $13,206,973 | |
| 4 | MS |
Morgan Stanley
|
9,170 | $1,916,896 | |
| 5 | SF |
Stifel Financial Corp
|
13,542 | $944,824 | |
| 6 | EVR |
Evercore Inc.
|
1,884 | $643,272 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,206,973 | 143,134 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,281,441 | 141,322 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,815,262 | 28,178 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,886,581 | 19,761 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $1,263,855 | 13,852 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||