Charles Schwab
NKLA

Charles Schwab’s Nikola Corporation Common Stock NKLA Stock Holding History

Charles Schwab’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-478,171
Closed -$569K – 3527
2024
Q4 		$569K Buy
478,171
+254,044
+113% +$725K ﹤0.01% 3108
2024
Q3 		$1.03M Sell
224,127
-7,342
-3% -$54.4K ﹤0.01% 2905
2024
Q2 		$1.9M Sell
231,469
-26,878
-10% -$480K ﹤0.01% 2721
2024
Q1 		$8.06M Buy
258,347
+33,194
+15% +$713K ﹤0.01% 2093
2023
Q4 		$5.91M Buy
225,153
+50,418
+29% +$1.57M ﹤0.01% 2233
2023
Q3 		$8.23M Buy
174,735
+52,570
+43% +$2.74M ﹤0.01% 2016
2023
Q2 		$5.06M Buy
122,165
+33,707
+38% +$930K ﹤0.01% 2234
2023
Q1 		$3.21M Buy
88,458
+4,448
+5% +$292K ﹤0.01% 2387
2022
Q4 		$5.44M Buy
84,010
+11,303
+16% +$945K ﹤0.01% 2173
2022
Q3 		$7.68M Buy
72,707
+15,931
+28% +$2.7M ﹤0.01% 1983
2022
Q2 		$8.11M Buy
56,776
+5,066
+10% +$1.04M ﹤0.01% 1943
2022
Q1 		$16.6M Buy
51,710
+1,459
+3% +$372K 0.01% 1678
2021
Q4 		$14.9M Buy
50,251
+1,563
+3% +$521K ﹤0.01% 1779
2021
Q3 		$15.6M Buy
48,688
+23,166
+91% +$8.11M 0.01% 1761
2021
Q2 		$13.8M Buy
25,522
+14,432
+130% +$6.01M ﹤0.01% 1829
2021
Q1 		$4.62M Buy
11,090
+1,893
+21% +$1.08M ﹤0.01% 2338
2020
Q4 		$4.21M Buy
9,197
+279
+3% +$174K ﹤0.01% 2304
2020
Q3 		$5.48M Buy
+8,918
New +$10.4M ﹤0.01% 2019

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Charles Schwab's NKLA Position: Q1 2025 in Review

Charles Schwab sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 478,171 shares — an estimated $569K sold.

Charles Schwab first reported a position in NKLA in Q3 2020 and held it in 18 quarters. The position peaked at $16.6M in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Charles Schwab reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Charles Schwab sold 478,171 Nikola Corporation Common Stock shares in Q1 2025, an estimated $569K.
  • Charles Schwab first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 18 quarters.
  • Charles Schwab's Nikola Corporation Common Stock position peaked at $16.6M in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Charles Schwab's 13F filing for Q1 2025, filed 9 May 2025.