NP
SCHW

Nilsine Partners’s Charles Schwab SCHW Stock Holding History

Nilsine Partners’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
Q2 		$768K Sell
8,319
-777
-9% -$70.9K 0.05% 255
2026
Q1 		$826K Sell
9,096
-683
-7% -$67K 0.06% 235
2025
Q4 		$977K Buy
9,779
+310
+3% +$29.4K 0.08% 215
2025
Q3 		$904K Buy
9,469
+462
+5% +$43.9K 0.08% 216
2025
Q2 		$822K Sell
9,007
-145
-2% -$12.1K 0.08% 220
2025
Q1 		$716K Sell
9,152
-2,514
-22% -$197K 0.08% 210
2024
Q4 		$863K Sell
11,666
-3,154
-21% -$236K 0.09% 202
2024
Q3 		$960K Sell
14,820
-709
-5% -$46.6K 0.12% 176
2024
Q2 		$1.14M Buy
15,529
+101
+0.7% +$7.46K 0.15% 153
2024
Q1 		$1.12M Buy
15,428
+94
+0.6% +$6.19K 0.15% 158
2023
Q4 		$1.05M Sell
15,334
-585
-4% -$33.8K 0.16% 156
2023
Q3 		$874K Sell
15,919
-814
-5% -$49.2K 0.13% 175
2023
Q2 		$948K Buy
16,733
+8,700
+108% +$456K 0.14% 173
2023
Q1 		$421K Buy
+8,033
New +$588K 0.07% 255

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Nilsine Partners's SCHW Position: Q2 2026 in Review

Nilsine Partners reduced its Charles Schwab (SCHW) stake by 8.5% in Q2 2026, selling an estimated $70.9K and leaving 8,319 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #255.

Nilsine Partners first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q2 2024. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Nilsine Partners held 8,319 shares of Charles Schwab worth $768K as of Q2 2026.
  • Nilsine Partners sold 777 Charles Schwab shares in Q2 2026, an estimated $70.9K.
  • Charles Schwab made up 0.05% of Nilsine Partners's portfolio in Q2 2026, its #255 holding.
  • Nilsine Partners first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
  • Nilsine Partners's Charles Schwab position peaked at $1.14M in Q2 2024.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.