Charles Schwab
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Charles Schwab’s NACCO Industries NC Stock Holding History

Charles Schwab’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$597K Buy
11,926
+1,119
+10% +$56.2K ﹤0.01% 3196
2026
Q1 		$562K Sell
10,807
-859
-7% -$44.4K ﹤0.01% 3072
2025
Q4 		$572K Hold
11,666
– – ﹤0.01% 3120
2025
Q3 		$492K Hold
11,666
– – ﹤0.01% 3178
2025
Q2 		$517K Sell
11,666
-8
-0.1% -$290 ﹤0.01% 3128
2025
Q1 		$394K Hold
11,674
– – ﹤0.01% 3144
2024
Q4 		$348K Hold
11,674
– – ﹤0.01% 3244
2024
Q3 		$331K Hold
11,674
– – ﹤0.01% 3266
2024
Q2 		$323K Hold
11,674
– – ﹤0.01% 3345
2024
Q1 		$353K Hold
11,674
– – ﹤0.01% 3140
2023
Q4 		$426K Hold
11,674
– – ﹤0.01% 3132
2023
Q3 		$409K Hold
11,674
– – ﹤0.01% 3117
2023
Q2 		$405K Buy
11,674
+489
+4% +$16.7K ﹤0.01% 3148
2023
Q1 		$403K Hold
11,185
– – ﹤0.01% 3019
2022
Q4 		$425K Buy
11,185
+314
+3% +$14.8K ﹤0.01% 3043
2022
Q3 		$512K Hold
10,871
– – ﹤0.01% 2997
2022
Q2 		$413K Buy
+10,871
New +$519K ﹤0.01% 3129
2021
Q3 		– Sell
-17,810
Closed -$464K – 3533
2021
Q2 		$464K Sell
17,810
-5,381
-23% -$134K ﹤0.01% 3187
2021
Q1 		$579K Sell
23,191
-3,328
-13% -$81.4K ﹤0.01% 3028
2020
Q4 		$698K Buy
26,519
+395
+2% +$9.37K ﹤0.01% 2888
2020
Q3 		$476K Sell
26,124
-832
-3% -$18K ﹤0.01% 2887
2020
Q2 		$629K Buy
26,956
+1,720
+7% +$46.3K ﹤0.01% 2752
2020
Q1 		$707K Buy
25,236
+335
+1% +$13.8K ﹤0.01% 2594
2019
Q4 		$1.17M Buy
24,901
+498
+2% +$26.4K ﹤0.01% 2550
2019
Q3 		$1.56M Buy
24,403
+1,036
+4% +$54.1K ﹤0.01% 2463
2019
Q2 		$1.21M Buy
23,367
+196
+0.8% +$9.15K ﹤0.01% 2509
2019
Q1 		$886K Buy
23,171
+316
+1% +$11.5K ﹤0.01% 2586
2018
Q4 		$775K Buy
22,855
+751
+3% +$24.8K ﹤0.01% 2615
2018
Q3 		$724K Sell
22,104
-3,347
-13% -$114K ﹤0.01% 2718
2018
Q2 		$859K Buy
25,451
+756
+3% +$27.4K ﹤0.01% 2626
2018
Q1 		$812K Buy
24,695
+658
+3% +$26.5K ﹤0.01% 2583
2017
Q4 		$905K Sell
24,037
-77,343
-76% -$3.11M ﹤0.01% 2538
2017
Q3 		$1.99M Buy
101,380
+5,104
+5% +$84.4K ﹤0.01% 2290
2017
Q2 		$1.56M Sell
96,276
-3,695
-4% -$61.7K ﹤0.01% 2306
2017
Q1 		$1.59M Buy
99,971
+5,962
+6% +$99.6K ﹤0.01% 2275
2016
Q4 		$1.95M Buy
94,009
+5,519
+6% +$105K ﹤0.01% 2198
2016
Q3 		$1.37M Sell
88,490
-4,512
-5% -$64.7K ﹤0.01% 2303
2016
Q2 		$1.19M Buy
93,002
+3,904
+4% +$50.3K ﹤0.01% 2292
2016
Q1 		$1.17M Buy
89,098
+11,082
+14% +$123K ﹤0.01% 2277
2015
Q4 		$753K Buy
78,016
+2,381
+3% +$24.2K ﹤0.01% 2487
2015
Q3 		$822K Buy
75,635
+3,520
+5% +$43.3K ﹤0.01% 2449
2015
Q2 		$1M Buy
72,115
+1,658
+2% +$21.2K ﹤0.01% 2418
2015
Q1 		$853K Buy
70,457
+2,605
+4% +$33.3K ﹤0.01% 2433
2014
Q4 		$921K Sell
67,852
-3,957
-6% -$50.9K ﹤0.01% 2388
2014
Q3 		$816K Buy
71,809
+1,650
+2% +$19.6K ﹤0.01% 2393
2014
Q2 		$812K Sell
70,159
-68,596
-49% -$829K ﹤0.01% 2416
2014
Q1 		$1.72M Buy
138,755
+17,070
+14% +$224K ﹤0.01% 2033
2013
Q4 		$1.73M Buy
121,685
+7,034
+6% +$94.8K ﹤0.01% 2003
2013
Q3 		$1.48M Sell
114,651
-97,073
-46% -$1.29M ﹤0.01% 2010
2013
Q2 		$2.8M Buy
+211,724
New +$2.62M 0.01% 1520

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab's NC Position: Q2 2026 in Review

Charles Schwab increased its NACCO Industries (NC) stake by 10% in Q2 2026, buying an estimated $56.2K and bringing the position to 11,926 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Charles Schwab first reported a position in NC in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.8M in Q2 2013. 92 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Charles Schwab held 11,926 shares of NACCO Industries worth $597K as of Q2 2026.
  • Charles Schwab bought 1,119 NACCO Industries shares in Q2 2026, an estimated $56.2K.
  • NACCO Industries made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3196 holding.
  • Charles Schwab first reported a position in NACCO Industries in Q2 2013 and has held it in 50 quarters since.
  • Charles Schwab's NACCO Industries position peaked at $2.8M in Q2 2013.
  • 92 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.