Charles Schwab’s NeoVolta NEOV Stock Holding History

Charles Schwab’s Portfolio NEOV Stock Details NEOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.9K	Hold	12,964	–	–	﹤0.01%	3430
2025 Q4	$39.4K	Hold	12,964	–	–	﹤0.01%	3435
2025 Q3	$57.8K	Hold	12,964	–	–	﹤0.01%	3423
2025 Q2	$42.8K	Hold	12,964	–	–	﹤0.01%	3459
2025 Q1	$28.1K	Hold	12,964	–	–	﹤0.01%	3441
2024 Q4	$67.5K	Hold	12,964	–	–	﹤0.01%	3426
2024 Q3	$40.1K	Hold	12,964	–	–	﹤0.01%	3437
2024 Q2	$34.2K	Hold	12,964	–	–	﹤0.01%	3554
2024 Q1	$15.3K	Hold	12,964	–	–	﹤0.01%	3445
2023 Q4	$20.7K	Hold	12,964	–	–	﹤0.01%	3479
2023 Q3	$32.3K	Hold	12,964	–	–	﹤0.01%	3454
2023 Q2	$42.5K	Hold	12,964	–	–	﹤0.01%	3438
2023 Q1	$33.2K	Hold	12,964	–	–	﹤0.01%	3433
2022 Q4	$36.2K	Hold	12,964	–	–	﹤0.01%	3425
2022 Q3	$66K	Buy	+12,964	New	+$56.1K	﹤0.01%	3269

Other funds holding NEOV

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab's NEOV Position: Q1 2026 in Review

Charles Schwab held its NeoVolta (NEOV) position steady in Q1 2026 at 12,964 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3430.

Charles Schwab first reported a position in NEOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $67.5K in Q4 2024. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

Charles Schwab held 12,964 shares of NeoVolta worth $39.9K as of Q1 2026.
Charles Schwab left its NeoVolta share count unchanged in Q1 2026.
NeoVolta made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3430 holding.
Charles Schwab first reported a position in NeoVolta in Q3 2022 and has held it in 15 quarters since.
Charles Schwab's NeoVolta position peaked at $67.5K in Q4 2024.
36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.