Charles Schwab’s National Health Investors NHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $67.1M | Buy |
880,321
+54,330
| +7% | +$4.16M | 0.01% | 1034 |
|
|
2026
Q1 | $66.8M | Buy |
825,991
+8,906
| +1% | +$742K | 0.01% | 962 |
|
|
2025
Q4 | $62.4M | Buy |
817,085
+26,558
| +3% | +$2.04M | 0.01% | 1008 |
|
|
2025
Q3 | $62.8M | Buy |
790,527
+8,284
| +1% | +$620K | 0.01% | 1007 |
|
|
2025
Q2 | $54.9M | Buy |
782,243
+11,905
| +2% | +$872K | 0.01% | 1049 |
|
|
2025
Q1 | $56.9M | Sell |
770,338
-106,501
| -12% | -$7.51M | 0.01% | 989 |
|
|
2024
Q4 | $60.8M | Buy |
876,839
+24,462
| +3% | +$1.86M | 0.01% | 992 |
|
|
2024
Q3 | $71.7M | Buy |
852,377
+123,596
| +17% | +$9.53M | 0.01% | 861 |
|
|
2024
Q2 | $49.4M | Buy |
728,781
+13,042
| +2% | +$836K | 0.01% | 1088 |
|
|
2024
Q1 | $45M | Buy |
715,739
+10,076
| +1% | +$568K | 0.01% | 1115 |
|
|
2023
Q4 | $39.4M | Sell |
705,663
-3,785
| -0.5% | -$200K | 0.01% | 1154 |
|
|
2023
Q3 | $36.4M | Buy |
709,448
+14,420
| +2% | +$754K | 0.01% | 1111 |
|
|
2023
Q2 | $36.4M | Buy |
695,028
+25,960
| +4% | +$1.34M | 0.01% | 1090 |
|
|
2023
Q1 | $34.5M | Buy |
669,068
+31,263
| +5% | +$1.71M | 0.01% | 1083 |
|
|
2022
Q4 | $33.3M | Buy |
637,805
+863
| +0.1% | +$47.3K | 0.01% | 1083 |
|
|
2022
Q3 | $36M | Sell |
636,942
-3,970
| -0.6% | -$250K | 0.01% | 971 |
|
|
2022
Q2 | $38.8M | Buy |
640,912
+2,256
| +0.4% | +$128K | 0.01% | 920 |
|
|
2022
Q1 | $37.7M | Buy |
638,656
+26,611
| +4% | +$1.51M | 0.01% | 1064 |
|
|
2021
Q4 | $35.2M | Buy |
612,045
+2,113
| +0.3% | +$117K | 0.01% | 1152 |
|
|
2021
Q3 | $32.6M | Buy |
609,932
+23,280
| +4% | +$1.45M | 0.01% | 1161 |
|
|
2021
Q2 | $39.3M | Buy |
586,652
+36,909
| +7% | +$2.57M | 0.01% | 1046 |
|
|
2021
Q1 | $39.7M | Buy |
549,743
+26,669
| +5% | +$1.86M | 0.01% | 984 |
|
|
2020
Q4 | $36.2M | Buy |
523,074
+6,124
| +1% | +$389K | 0.01% | 988 |
|
|
2020
Q3 | $31.2M | Buy |
516,950
+178,095
| +53% | +$11M | 0.01% | 926 |
|
|
2020
Q2 | $20.6M | Buy |
338,855
+16,310
| +5% | +$896K | 0.01% | 1147 |
|
|
2020
Q1 | $16M | Sell |
322,545
-4,778
| -1% | -$363K | 0.01% | 1157 |
|
|
2019
Q4 | $26.7M | Buy |
327,323
+13,640
| +4% | +$1.12M | 0.01% | 1015 |
|
|
2019
Q3 | $25.8M | Buy |
313,683
+9,591
| +3% | +$780K | 0.02% | 976 |
|
|
2019
Q2 | $23.7M | Buy |
304,092
+7,496
| +3% | +$583K | 0.01% | 1019 |
|
|
2019
Q1 | $23.3M | Sell |
296,596
-11,600
| -4% | -$922K | 0.01% | 1010 |
|
|
2018
Q4 | $23.3M | Sell |
308,196
-68,161
| -18% | -$5.14M | 0.02% | 895 |
|
|
2018
Q3 | $28.4M | Buy |
376,357
+45,414
| +14% | +$3.47M | 0.02% | 905 |
|
|
2018
Q2 | $24.4M | Buy |
330,943
+45,928
| +16% | +$3.25M | 0.02% | 938 |
|
|
2018
Q1 | $19.2M | Buy |
285,015
+76,920
| +37% | +$5.26M | 0.01% | 1036 |
|
|
2017
Q4 | $15.7M | Buy |
208,095
+18,694
| +10% | +$1.45M | 0.01% | 1161 |
|
|
2017
Q3 | $14.6M | Buy |
189,401
+16,195
| +9% | +$1.27M | 0.01% | 1146 |
|
|
2017
Q2 | $13.7M | Buy |
173,206
+11,897
| +7% | +$900K | 0.01% | 1113 |
|
|
2017
Q1 | $11.7M | Buy |
161,309
+14,297
| +10% | +$1.05M | 0.01% | 1207 |
|
|
2016
Q4 | $10.9M | Buy |
147,012
+12,446
| +9% | +$914K | 0.01% | 1185 |
|
|
2016
Q3 | $10.6M | Sell |
134,566
-5,386
| -4% | -$424K | 0.01% | 1133 |
|
|
2016
Q2 | $10.5M | Buy |
139,952
+13,118
| +10% | +$910K | 0.01% | 1032 |
|
|
2016
Q1 | $8.44M | Buy |
126,834
+13,807
| +12% | +$853K | 0.01% | 1150 |
|
|
2015
Q4 | $6.88M | Buy |
113,027
+3,062
| +3% | +$183K | 0.01% | 1305 |
|
|
2015
Q3 | $6.32M | Buy |
109,965
+3,932
| +4% | +$238K | 0.01% | 1316 |
|
|
2015
Q2 | $6.61M | Buy |
106,033
+5,405
| +5% | +$361K | 0.01% | 1359 |
|
|
2015
Q1 | $7.15M | Buy |
100,628
+7,669
| +8% | +$554K | 0.01% | 1245 |
|
|
2014
Q4 | $6.5M | Buy |
92,959
+8,256
| +10% | +$536K | 0.01% | 1236 |
|
|
2014
Q3 | $4.84M | Buy |
84,703
+1,789
| +2% | +$111K | 0.01% | 1389 |
|
|
2014
Q2 | $5.19M | Buy |
82,914
+3,938
| +5% | +$243K | 0.01% | 1365 |
|
|
2014
Q1 | $4.78M | Buy |
78,976
+7,774
| +11% | +$471K | 0.01% | 1368 |
|
|
2013
Q4 | $4M | Buy |
71,202
+12,257
| +21% | +$729K | 0.01% | 1438 |
|
|
2013
Q3 | $3.42M | Buy |
58,945
+2,262
| +4% | +$135K | 0.01% | 1479 |
|
|
2013
Q2 | $3.42M | Buy |
+56,683
| New | +$3.67M | 0.01% | 1360 |
|
Other funds holding NHI
NAMI
Charles Schwab's NHI Position: Q2 2026 in Review
Charles Schwab increased its National Health Investors (NHI) stake by 6.6% in Q2 2026, buying an estimated $4.16M and bringing the position to 880,321 shares worth $67.1M. The position accounts for 0.01% of the portfolio, ranked #1034.
Charles Schwab first reported a position in NHI in Q2 2013 and has held it in 53 quarters since. The position peaked at $71.7M in Q3 2024. 301 funds tracked by Wall St. Rank hold NHI as of Q2 2026.
- Charles Schwab held 880,321 shares of National Health Investors worth $67.1M as of Q2 2026.
- Charles Schwab bought 54,330 National Health Investors shares in Q2 2026, an estimated $4.16M.
- National Health Investors made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1034 holding.
- Charles Schwab first reported a position in National Health Investors in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's National Health Investors position peaked at $71.7M in Q3 2024.
- 301 funds tracked by Wall St. Rank held National Health Investors as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.