Charles Schwab
NXU

Charles Schwab’s Nxu, Inc. Class A Common Stock NXU Stock Holding History

Charles Schwab’s Portfolio NXU Stock Details NXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-35
Closed -$55.5K – 3641
2023
Q2 		$55.5K Buy
35
+19
+119% +$30.5K ﹤0.01% 3411
2023
Q1 		$27.5K Buy
16
+11
+220% +$72.4K ﹤0.01% 3462
2022
Q4 		$50.9K Buy
+5
New +$167K ﹤0.01% 3355

Other funds holding NXU

Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Charles Schwab's NXU Position: Q3 2023 in Review

Charles Schwab sold out of Nxu, Inc. Class A Common Stock (NXU) in Q3 2023, closing a stake of 35 shares — an estimated $55.5K sold.

Charles Schwab first reported a position in NXU in Q4 2022 and held it in 3 quarters. The position peaked at $55.5K in Q2 2023. 23 funds tracked by Wall St. Rank hold NXU as of Q3 2023.

  • Charles Schwab reported no remaining Nxu, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Charles Schwab sold 35 Nxu, Inc. Class A Common Stock shares in Q3 2023, an estimated $55.5K.
  • Charles Schwab first reported a position in Nxu, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
  • Charles Schwab's Nxu, Inc. Class A Common Stock position peaked at $55.5K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Nxu, Inc. Class A Common Stock as of Q3 2023.

Based on Charles Schwab's 13F filing for Q3 2023, filed 8 Nov 2023.