N.F.U. Mutual Unit Managers Ltd’s Charles Schwab SCHW Stock Holding History

N.F.U. Mutual Unit Managers Ltd’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	$2.4M	Buy	+24,560	New	+$2.59M	0.43%	54

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

N.F.U. Mutual Unit Managers Ltd's SCHW Position: Q3 2026 in Review

N.F.U. Mutual Unit Managers Ltd opened a new position in Charles Schwab (SCHW) in Q3 2026: 24,560 shares worth $2.4M. The stake represents 0.43% of the portfolio and ranks #54 among its holdings.

2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

N.F.U. Mutual Unit Managers Ltd held 24,560 shares of Charles Schwab worth $2.4M as of Q3 2026.
Charles Schwab was a new N.F.U. Mutual Unit Managers Ltd position in Q3 2026.
Charles Schwab made up 0.43% of N.F.U. Mutual Unit Managers Ltd's portfolio in Q3 2026, its #54 holding.
2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on N.F.U. Mutual Unit Managers Ltd's 13F filing for Q3 2026, filed 12 Nov 2026.