Charles Schwab’s NerdWallet NRDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $3.98M | Sell |
|
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|
2024
Q3 | $4.19M | Buy |
|
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|
2024
Q2 | $4.73M | Buy |
|
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|
2024
Q1 | $4.42M | Sell |
|
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|
2023
Q4 | $4.45M | Buy |
|
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|
2023
Q3 | $2.54M | Buy |
|
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|
2023
Q2 | $2.34M | Buy |
|
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|
2023
Q1 | $3.62M | Sell |
|
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|
2022
Q4 | $2.15M | Buy |
|
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $543K | Buy |
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