nVerses Capital’s Charles Schwab SCHW Stock Holding History

nVerses Capital’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 Q3	–	Sell	-2,889	Closed	-$267K	–	203
2026 Q2	$267K	Buy	+2,889	New	+$263K	0.41%	83

Other funds holding SCHW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

nVerses Capital's SCHW Position: Q3 2026 in Review

nVerses Capital sold out of Charles Schwab (SCHW) in Q3 2026, closing a stake of 2,889 shares — an estimated $267K sold.

nVerses Capital first reported a position in SCHW in Q2 2026 and held it in 1 quarter. The position peaked at $267K in Q2 2026. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

nVerses Capital reported no remaining Charles Schwab position as of Q3 2026 after selling out during the quarter.
nVerses Capital sold 2,889 Charles Schwab shares in Q3 2026, an estimated $267K.
nVerses Capital first reported a position in Charles Schwab in Q2 2026 and held it in 1 quarter.
nVerses Capital's Charles Schwab position peaked at $267K in Q2 2026.
2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on nVerses Capital's 13F filing for Q3 2026.