Charles Schwab
NVEE

Charles Schwab’s NV5 Global NVEE Stock Holding History

Charles Schwab’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-760,634
Closed -$17.6M – 3512
2025
Q2 		$17.6M Sell
760,634
-6,553
-0.9% -$131K ﹤0.01% 1744
2025
Q1 		$14.8M Buy
767,187
+81,126
+12% +$1.49M ﹤0.01% 1779
2024
Q4 		$12.9M Buy
686,061
+41,565
+6% +$912K ﹤0.01% 1898
2024
Q3 		$15.1M Buy
644,496
+24,752
+4% +$588K ﹤0.01% 1846
2024
Q2 		$14.4M Buy
619,744
+41,204
+7% +$962K ﹤0.01% 1858
2024
Q1 		$14.2M Buy
578,540
+29,396
+5% +$763K ﹤0.01% 1811
2023
Q4 		$15.3M Buy
549,144
+20,588
+4% +$523K ﹤0.01% 1755
2023
Q3 		$12.7M Buy
528,556
+45,564
+9% +$1.17M ﹤0.01% 1788
2023
Q2 		$13.4M Buy
482,992
+42,068
+10% +$1.03M ﹤0.01% 1764
2023
Q1 		$11.5M Buy
440,924
+21,288
+5% +$639K ﹤0.01% 1806
2022
Q4 		$13.9M Buy
419,636
+9,064
+2% +$315K ﹤0.01% 1671
2022
Q3 		$12.7M Buy
410,572
+14,836
+4% +$485K ﹤0.01% 1681
2022
Q2 		$11.6M Sell
395,736
-3,044
-0.8% -$91.3K ﹤0.01% 1761
2022
Q1 		$13.3M Buy
398,780
+9,348
+2% +$275K ﹤0.01% 1792
2021
Q4 		$13.4M Buy
389,432
+9,756
+3% +$281K ﹤0.01% 1847
2021
Q3 		$9.36M Sell
379,676
-8,240
-2% -$203K ﹤0.01% 2053
2021
Q2 		$9.17M Buy
387,916
+90,320
+30% +$2.05M ﹤0.01% 2049
2021
Q1 		$7.18M Buy
297,596
+8,588
+3% +$205K ﹤0.01% 2124
2020
Q4 		$5.69M Buy
289,008
+2,908
+1% +$48.9K ﹤0.01% 2150
2020
Q3 		$3.77M Buy
286,100
+5,056
+2% +$67.4K ﹤0.01% 2220
2020
Q2 		$3.57M Buy
281,044
+19,896
+8% +$224K ﹤0.01% 2188
2020
Q1 		$2.7M Buy
261,148
+5,084
+2% +$67.9K ﹤0.01% 2146
2019
Q4 		$3.23M Buy
256,064
+4,472
+2% +$65.2K ﹤0.01% 2240
2019
Q3 		$4.29M Buy
251,592
+22,884
+10% +$416K ﹤0.01% 2045
2019
Q2 		$4.66M Buy
228,708
+17,280
+8% +$308K ﹤0.01% 2003
2019
Q1 		$3.14M Buy
211,428
+6,588
+3% +$113K ﹤0.01% 2199
2018
Q4 		$3.1M Sell
204,840
-352
-0.2% -$6.53K ﹤0.01% 2150
2018
Q3 		$4.45M Buy
205,192
+134,984
+192% +$2.78M ﹤0.01% 2108
2018
Q2 		$1.22M Hold
70,208
– – ﹤0.01% 2524
2018
Q1 		$979K Buy
70,208
+7,600
+12% +$93.7K ﹤0.01% 2521
2017
Q4 		$848K Buy
62,608
+10,208
+19% +$139K ﹤0.01% 2563
2017
Q3 		$716K Hold
52,400
– – ﹤0.01% 2614
2017
Q2 		$557K Hold
52,400
– – ﹤0.01% 2653
2017
Q1 		$493K Hold
52,400
– – ﹤0.01% 2647
2016
Q4 		$438K Hold
52,400
– – ﹤0.01% 2702
2016
Q3 		$424K Hold
52,400
– – ﹤0.01% 2672
2016
Q2 		$373K Buy
52,400
+18,400
+54% +$124K ﹤0.01% 2703
2016
Q1 		$229K Buy
+34,000
New +$175K ﹤0.01% 2853
2015
Q3 		– Sell
-34,000
Closed -$207K – 3097
2015
Q2 		$207K Buy
+34,000
New +$179K ﹤0.01% 2973

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's NVEE Position: Q3 2025 in Review

Charles Schwab sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 760,634 shares — an estimated $17.6M sold.

Charles Schwab first reported a position in NVEE in Q2 2015 and held it in 39 quarters. The position peaked at $17.6M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Charles Schwab reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Charles Schwab sold 760,634 NV5 Global shares in Q3 2025, an estimated $17.6M.
  • Charles Schwab first reported a position in NV5 Global in Q2 2015 and held it in 39 quarters.
  • Charles Schwab's NV5 Global position peaked at $17.6M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.