NRD
SCHW

Nebula Research & Development’s Charles Schwab SCHW Stock Holding History

Nebula Research & Development’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
2025
Q3 		– Sell
-6,045
Closed -$552K – 733
2025
Q2 		$552K Buy
+6,045
New +$506K 0.05% 612
2023
Q4 		– Sell
-10,097
Closed -$554K – 850
2023
Q3 		$554K Buy
+10,097
New +$610K 0.29% 108

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nebula Research & Development's SCHW Position: Q3 2025 in Review

Nebula Research & Development sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 6,045 shares — an estimated $552K sold.

Nebula Research & Development first reported a position in SCHW in Q3 2023 and held it in 2 quarters. The position peaked at $554K in Q3 2023. 2,172 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Nebula Research & Development reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 6,045 Charles Schwab shares in Q3 2025, an estimated $552K.
  • Nebula Research & Development first reported a position in Charles Schwab in Q3 2023 and held it in 2 quarters.
  • Nebula Research & Development's Charles Schwab position peaked at $554K in Q3 2023.
  • 2,172 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.