Charles Schwab
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Charles Schwab’s Nauticus Robotics KITT Stock Holding History

Charles Schwab’s Portfolio KITT Stock Details KITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27
Closed -$146K – 3597
2023
Q2 		$146K Buy
27
+1
+4% +$5.77K ﹤0.01% 3331
2023
Q1 		$204K Buy
26
+4
+18% +$35.3K ﹤0.01% 3151
2022
Q4 		$214K Buy
+22
New +$231K ﹤0.01% 3176

Other funds holding KITT

HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Charles Schwab's KITT Position: Q3 2023 in Review

Charles Schwab sold out of Nauticus Robotics (KITT) in Q3 2023, closing a stake of 27 shares — an estimated $146K sold.

Charles Schwab first reported a position in KITT in Q4 2022 and held it in 3 quarters. The position peaked at $214K in Q4 2022. 11 funds tracked by Wall St. Rank hold KITT as of Q3 2023.

  • Charles Schwab reported no remaining Nauticus Robotics position as of Q3 2023 after selling out during the quarter.
  • Charles Schwab sold 27 Nauticus Robotics shares in Q3 2023, an estimated $146K.
  • Charles Schwab first reported a position in Nauticus Robotics in Q4 2022 and held it in 3 quarters.
  • Charles Schwab's Nauticus Robotics position peaked at $214K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Nauticus Robotics as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.