NSG
SCHW

Nalls Sherbakoff Group’s Charles Schwab SCHW Stock Holding History

Nalls Sherbakoff Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-103
Closed -$10.3K – 434
2025
Q4 		$10.3K Hold
103
– – 0.01% 320
2025
Q3 		$9.83K Hold
103
– – 0.01% 329
2025
Q2 		$9.4K Hold
103
– – 0.01% 329
2025
Q1 		$8.06K Buy
+103
New +$8.08K 0.01% 305
2023
Q4 		$7.09K Hold
103
– – 0.01% 289
2023
Q3 		$5.66K Sell
103
-100
-49% -$6.04K 0.01% 290
2023
Q2 		$10.7K Sell
203
-150
-42% -$7.86K 0.01% 264
2023
Q1 		$18.5K Buy
+353
New +$25.9K 0.02% 236

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nalls Sherbakoff Group's SCHW Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 103 shares — an estimated $10.3K sold.

Nalls Sherbakoff Group first reported a position in SCHW in Q1 2023 and held it in 8 quarters. The position peaked at $18.5K in Q1 2023. 2,341 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 103 Charles Schwab shares in Q1 2026, an estimated $10.3K.
  • Nalls Sherbakoff Group first reported a position in Charles Schwab in Q1 2023 and held it in 8 quarters.
  • Nalls Sherbakoff Group's Charles Schwab position peaked at $18.5K in Q1 2023.
  • 2,341 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.