Charles Schwab
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Charles Schwab’s NerdWallet NRDS Stock Holding History

Charles Schwab’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Sell
262,293
-36,019
-12% -$337K ﹤0.01% 2725
2026
Q1 		$3.1M Sell
298,312
-17,657
-6% -$199K ﹤0.01% 2593
2025
Q4 		$4.28M Sell
315,969
-15,708
-5% -$206K ﹤0.01% 2518
2025
Q3 		$3.57M Buy
331,677
+11,801
+4% +$126K ﹤0.01% 2573
2025
Q2 		$3.51M Buy
319,876
+24,636
+8% +$247K ﹤0.01% 2479
2025
Q1 		$2.67M Sell
295,240
-3,724
-1% -$44.6K ﹤0.01% 2521
2024
Q4 		$3.98M Sell
298,964
-30,480
-9% -$407K ﹤0.01% 2446
2024
Q3 		$4.19M Buy
329,444
+5,209
+2% +$68.9K ﹤0.01% 2459
2024
Q2 		$4.73M Buy
324,235
+23,294
+8% +$319K ﹤0.01% 2381
2024
Q1 		$4.42M Sell
300,941
-1,503
-0.5% -$23.2K ﹤0.01% 2332
2023
Q4 		$4.45M Buy
302,444
+17,020
+6% +$188K ﹤0.01% 2362
2023
Q3 		$2.54M Buy
285,424
+36,886
+15% +$345K ﹤0.01% 2528
2023
Q2 		$2.34M Buy
248,538
+24,587
+11% +$278K ﹤0.01% 2501
2023
Q1 		$3.62M Sell
223,951
-513
-0.2% -$7.73K ﹤0.01% 2344
2022
Q4 		$2.15M Buy
224,464
+7,325
+3% +$82.2K ﹤0.01% 2549
2022
Q3 		$1.93M Buy
217,139
+126,271
+139% +$1.24M ﹤0.01% 2591
2022
Q2 		$721K Buy
90,868
+55,108
+154% +$560K ﹤0.01% 2920
2022
Q1 		$429K Buy
35,760
+841
+2% +$10.8K ﹤0.01% 3129
2021
Q4 		$543K Buy
+34,919
New +$683K ﹤0.01% 3120

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Charles Schwab's NRDS Position: Q2 2026 in Review

Charles Schwab reduced its NerdWallet (NRDS) stake by 12% in Q2 2026, selling an estimated $337K and leaving 262,293 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Charles Schwab first reported a position in NRDS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q2 2024. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Charles Schwab held 262,293 shares of NerdWallet worth $2.43M as of Q2 2026.
  • Charles Schwab sold 36,019 NerdWallet shares in Q2 2026, an estimated $337K.
  • NerdWallet made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2725 holding.
  • Charles Schwab first reported a position in NerdWallet in Q4 2021 and has held it in 19 quarters since.
  • Charles Schwab's NerdWallet position peaked at $4.73M in Q2 2024.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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