NWM
SCHW

Nova Wealth Management’s Charles Schwab SCHW Stock Holding History

Nova Wealth Management’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 		$16.1K Buy
175
+99
+130% +$9.03K 0.01% 349
2026
Q1 		$7.12K Sell
76
-179
-70% -$17.6K ﹤0.01% 397
2025
Q4 		$25.5K Buy
255
+18
+8% +$1.71K 0.02% 261
2025
Q3 		$22.7K Hold
237
– – 0.02% 289
2025
Q2 		$21.6K Buy
237
+52
+28% +$4.35K 0.02% 300
2025
Q1 		$14.5K Buy
+185
New +$14.5K 0.01% 309

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Nova Wealth Management's SCHW Position: Q2 2026 in Review

Nova Wealth Management increased its Charles Schwab (SCHW) stake by 130% in Q2 2026, buying an estimated $9.03K and bringing the position to 175 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #349.

Nova Wealth Management first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.5K in Q4 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Nova Wealth Management held 175 shares of Charles Schwab worth $16.1K as of Q2 2026.
  • Nova Wealth Management bought 99 Charles Schwab shares in Q2 2026, an estimated $9.03K.
  • Charles Schwab made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Nova Wealth Management first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's Charles Schwab position peaked at $25.5K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.