Charles Schwab’s NatWest NWG Stock Holding History

Charles Schwab’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	794,643 +151,382	+24%	+$2.43M	﹤0.01%	1993
2026 Q1	$9.58M	Buy	643,261 +19,542	+3%	+$325K	﹤0.01%	2119
2025 Q4	$10.9M	Buy	623,719 +97,959	+19%	+$1.55M	﹤0.01%	2092
2025 Q3	$7.44M	Buy	525,760 +85,850	+20%	+$1.21M	﹤0.01%	2259
2025 Q2	$6.22M	Buy	439,910 +100,503	+30%	+$1.33M	﹤0.01%	2239
2025 Q1	$4.05M	Buy	339,407 +54,770	+19%	+$614K	﹤0.01%	2356
2024 Q4	$2.89M	Buy	284,637 +39,006	+16%	+$386K	﹤0.01%	2559
2024 Q3	$2.3M	Buy	245,631 +44,422	+22%	+$395K	﹤0.01%	2661
2024 Q2	$1.62M	Buy	201,209 +53,073	+36%	+$412K	﹤0.01%	2773
2024 Q1	$1.01M	Buy	148,136 +81,784	+123%	+$485K	﹤0.01%	2796
2023 Q4	$374K	Buy	66,352 +499	+0.8%	+$2.65K	﹤0.01%	3178
2023 Q3	$384K	Buy	65,853 +35,757	+119%	+$216K	﹤0.01%	3144
2023 Q2	$184K	Buy	30,096 +7,398	+33%	+$48.6K	﹤0.01%	3313
2023 Q1	$150K	Buy	22,698 +11,169	+97%	+$78.8K	﹤0.01%	3198
2022 Q4	$74.5K	Buy	+11,529	New	+$67.5K	﹤0.01%	3298

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab's NWG Position: Q2 2026 in Review

Charles Schwab increased its NatWest (NWG) stake by 24% in Q2 2026, buying an estimated $2.43M and bringing the position to 794,643 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Charles Schwab first reported a position in NWG in Q4 2022 and has held it in 15 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Charles Schwab held 794,643 shares of NatWest worth $14M as of Q2 2026.
Charles Schwab bought 151,382 NatWest shares in Q2 2026, an estimated $2.43M.
NatWest made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1993 holding.
Charles Schwab first reported a position in NatWest in Q4 2022 and has held it in 15 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

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