Charles Schwab
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Charles Schwab’s NuScale Power SMR Stock Holding History

Charles Schwab’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Buy
2,074,651
+806,032
+64% +$9.09M ﹤0.01% 1807
2026
Q1 		$13.8M Buy
1,268,619
+66,851
+6% +$1.02M ﹤0.01% 1948
2025
Q4 		$17M Buy
1,201,768
+112,815
+10% +$3.23M ﹤0.01% 1852
2025
Q3 		$39.2M Buy
1,088,953
+77,055
+8% +$3.07M 0.01% 1306
2025
Q2 		$40M Buy
1,011,898
+164,029
+19% +$4.12M 0.01% 1240
2025
Q1 		$12M Buy
847,869
+112,486
+15% +$2.27M ﹤0.01% 1866
2024
Q4 		$13.2M Buy
735,383
+58,135
+9% +$1.2M ﹤0.01% 1892
2024
Q3 		$7.84M Buy
677,248
+460,487
+212% +$4.7M ﹤0.01% 2155
2024
Q2 		$2.53M Buy
216,761
+71,576
+49% +$510K ﹤0.01% 2621
2024
Q1 		$771K Hold
145,185
– – ﹤0.01% 2872
2023
Q4 		$478K Hold
145,185
– – ﹤0.01% 3089
2023
Q3 		$711K Buy
145,185
+4,364
+3% +$28.8K ﹤0.01% 2915
2023
Q2 		$958K Buy
140,821
+61,660
+78% +$500K ﹤0.01% 2788
2023
Q1 		$720K Buy
79,161
+1,116
+1% +$11.2K ﹤0.01% 2838
2022
Q4 		$801K Buy
78,045
+1,223
+2% +$13.5K ﹤0.01% 2854
2022
Q3 		$898K Buy
76,822
+31,288
+69% +$411K ﹤0.01% 2822
2022
Q2 		$455K Buy
+45,534
New +$455K ﹤0.01% 3108

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's SMR Position: Q2 2026 in Review

Charles Schwab increased its NuScale Power (SMR) stake by 64% in Q2 2026, buying an estimated $9.09M and bringing the position to 2,074,651 shares worth $20.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Charles Schwab first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $40M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Charles Schwab held 2,074,651 shares of NuScale Power worth $20.8M as of Q2 2026.
  • Charles Schwab bought 806,032 NuScale Power shares in Q2 2026, an estimated $9.09M.
  • NuScale Power made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1807 holding.
  • Charles Schwab first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
  • Charles Schwab's NuScale Power position peaked at $40M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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