Nuveen’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $565M | Buy |
6,008,689
+201,580
| +3% | +$19.8M | 0.15% | 116 |
|
|
2025
Q4 | $580M | Buy |
5,807,109
+57,317
| +1% | +$5.44M | 0.15% | 116 |
|
|
2025
Q3 | $549M | Sell |
5,749,792
-16,908
| -0.3% | -$1.6M | 0.14% | 124 |
|
|
2025
Q2 | $526M | Buy |
5,766,700
+136,921
| +2% | +$11.5M | 0.15% | 129 |
|
|
2025
Q1 | $441M | Sell |
5,629,779
-780,712
| -12% | -$61.3M | 0.13% | 141 |
|
|
2024
Q4 | $474M | Sell |
6,410,491
-6,633,066
| -51% | -$496M | 0.13% | 130 |
|
|
2024
Q3 | $845M | Buy |
13,043,557
+103,285
| +0.8% | +$6.78M | 0.24% | 79 |
|
|
2024
Q2 | $954M | Sell |
12,940,272
-165,022
| -1% | -$12.2M | 0.28% | 67 |
|
|
2024
Q1 | $948M | Sell |
13,105,294
-731,435
| -5% | -$48.2M | 0.28% | 71 |
|
|
2023
Q4 | $952M | Buy |
13,836,729
+336,100
| +2% | +$19.4M | 0.31% | 67 |
|
|
2023
Q3 | $741M | Sell |
13,500,629
-224,244
| -2% | -$13.6M | 0.26% | 87 |
|
|
2023
Q2 | $778M | Sell |
13,724,873
-1,326,182
| -9% | -$69.5M | 0.27% | 76 |
|
|
2023
Q1 | $788M | Sell |
15,051,055
-2,423,351
| -14% | -$177M | 0.29% | 79 |
|
|
2022
Q4 | $1.45B | Buy |
17,474,406
+398,159
| +2% | +$30.9M | 0.56% | 31 |
|
|
2022
Q3 | $1.23B | Buy |
17,076,247
+68,423
| +0.4% | +$4.75M | 0.5% | 34 |
|
|
2022
Q2 | $1.07B | Buy |
17,007,824
+1,883,042
| +12% | +$130M | 0.42% | 52 |
|
|
2022
Q1 | $1.35B | Sell |
15,124,782
-1,867,572
| -11% | -$164M | 0.44% | 42 |
|
|
2021
Q4 | $1.43B | Buy |
16,992,354
+38,051
| +0.2% | +$3.08M | 0.42% | 45 |
|
|
2021
Q3 | $1.23B | Buy |
16,954,303
+3,116,085
| +23% | +$223M | 0.38% | 44 |
|
|
2021
Q2 | $1.01B | Buy |
13,838,218
+1,572,298
| +13% | +$111M | 0.3% | 66 |
|
|
2021
Q1 | $799M | Buy |
12,265,920
+135,898
| +1% | +$8.24M | 0.25% | 77 |
|
|
2020
Q4 | $643M | Buy |
12,130,022
+1,436,867
| +13% | +$65M | 0.22% | 88 |
|
|
2020
Q3 | $387M | Sell |
10,693,155
-542,475
| -5% | -$18.9M | 0.15% | 140 |
|
|
2020
Q2 | $379M | Sell |
11,235,630
-3,150,719
| -22% | -$113M | 0.15% | 127 |
|
|
2020
Q1 | $484M | Buy |
14,386,349
+2,621,876
| +22% | +$110M | 0.24% | 97 |
|
|
2019
Q4 | $560M | Buy |
11,764,473
+5,864,634
| +99% | +$259M | 0.21% | 100 |
|
|
2019
Q3 | $247M | Sell |
5,899,839
-963,088
| -14% | -$38.9M | 0.1% | 201 |
|
|
2019
Q2 | $276M | Buy |
6,862,927
+6,808,032
| +12,402% | +$297M | 0.11% | 189 |
|
|
2019
Q1 | $2.35M | Sell |
54,895
-695
| -1% | -$31.4K | 0.01% | 620 |
|
|
2018
Q4 | $2.31M | Buy |
55,590
+617
| +1% | +$27.9K | 0.01% | 599 |
|
|
2018
Q3 | $2.7M | Sell |
54,973
-48
| -0.1% | -$2.45K | 0.01% | 611 |
|
|
2018
Q2 | $2.81M | Buy |
55,021
+644
| +1% | +$35.7K | 0.02% | 572 |
|
|
2018
Q1 | $2.84M | Sell |
54,377
-2,918
| -5% | -$156K | 0.02% | 557 |
|
|
2017
Q4 | $2.94M | Sell |
57,295
-45
| -0.1% | -$2.11K | 0.02% | 538 |
|
|
2017
Q3 | $2.51M | Sell |
57,340
-12,500
| -18% | -$519K | 0.02% | 585 |
|
|
2017
Q2 | $3M | Sell |
69,840
-246,421
| -78% | -$9.86M | 0.02% | 555 |
|
|
2017
Q1 | $12.9M | Sell |
316,261
-76,130
| -19% | -$3.14M | 0.08% | 356 |
|
|
2016
Q4 | $15.5M | Buy |
392,391
+211,299
| +117% | +$7.55M | 0.08% | 319 |
|
|
2016
Q3 | $5.72M | Buy |
181,092
+300
| +0.2% | +$8.8K | 0.03% | 504 |
|
|
2016
Q2 | $4.58M | Sell |
180,792
-6,897
| -4% | -$196K | 0.03% | 519 |
|
|
2016
Q1 | $5.26K | Sell |
187,689
-8,667
| -4% | -$229K | 0.03% | 465 |
|
|
2015
Q4 | $6.47K | Sell |
196,356
-210
| -0.1% | -$6.64K | 0.03% | 416 |
|
|
2015
Q3 | $5.61K | Buy |
196,566
+8,494
| +5% | +$273K | 0.03% | 457 |
|
|
2015
Q2 | $6.14K | Buy |
188,072
+1,372
| +0.7% | +$43.4K | 0.03% | 483 |
|
|
2015
Q1 | $5.68M | Sell |
186,700
-166,776
| -47% | -$4.83M | 0.03% | 499 |
|
|
2014
Q4 | $10.7M | Buy |
353,476
+47,605
| +16% | +$1.35M | 0.06% | 373 |
|
|
2014
Q3 | $8.99M | Sell |
305,871
-11,235
| -4% | -$318K | 0.06% | 401 |
|
|
2014
Q2 | $8.54M | Sell |
317,106
-14,885
| -4% | -$391K | 0.05% | 405 |
|
|
2014
Q1 | $9.07M | Sell |
331,991
-5,110
| -2% | -$134K | 0.05% | 378 |
|
|
2013
Q4 | $8.77M | Sell |
337,101
-11,546
| -3% | -$275K | 0.06% | 382 |
|
|
2013
Q3 | $7.37M | Sell |
348,647
-13,444
| -4% | -$292K | 0.05% | 439 |
|
|
2013
Q2 | $7.69M | Buy |
+362,091
| New | +$6.69M | 0.05% | 416 |
|
Other funds holding SCHW
VCM
VPM
Nuveen's SCHW Position: Q1 2026 in Review
Nuveen increased its Charles Schwab (SCHW) stake by 3.5% in Q1 2026, buying an estimated $19.8M and bringing the position to 6,008,689 shares worth $565M. The position accounts for 0.15% of the portfolio, ranked #116.
Nuveen first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.45B in Q4 2022. 2,324 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Nuveen held 6,008,689 shares of Charles Schwab worth $565M as of Q1 2026.
- Nuveen bought 201,580 Charles Schwab shares in Q1 2026, an estimated $19.8M.
- Charles Schwab made up 0.15% of Nuveen's portfolio in Q1 2026, its #116 holding.
- Nuveen first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- Nuveen's Charles Schwab position peaked at $1.45B in Q4 2022.
- 2,324 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.