SCHF (GPE)’s Nu Holdings NU Stock Holding History

SCHF (GPE)’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-119,048	Closed	-$1.91M	–	6
2025 Q3	$1.91M	Buy	+119,048	New	+$1.66M	0.2%	8
2025 Q2	–	Sell	-422,959	Closed	-$4.33M	–	7
2025 Q1	$4.33M	Buy	+422,959	New	+$5M	1.04%	3
2023 Q3	$4.08M	Sell	563,258 -2,103,259	-79%	-$15.7M	74.51%	1
2023 Q2	$21M	Buy	+2,666,517	New	+$16.4M	90.78%	1
2023 Q1	–	Sell	-1,557,729	Closed	-$6.34M	–	6
2022 Q4	$6.34M	Sell	1,557,729 -1,688,671	-52%	-$7.34M	12.32%	2
2022 Q3	$14.3M	Buy	+3,246,400	New	+$14.9M	18.79%	2

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SCHF (GPE)'s NU Position: Q4 2025 in Review

SCHF (GPE) sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 119,048 shares — an estimated $1.91M sold.

SCHF (GPE) first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $21M in Q2 2023. 873 funds tracked by Wall St. Rank hold NU as of Q4 2025.

SCHF (GPE) reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
SCHF (GPE) sold 119,048 Nu Holdings shares in Q4 2025, an estimated $1.91M.
SCHF (GPE) first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
SCHF (GPE)'s Nu Holdings position peaked at $21M in Q2 2023.
873 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on SCHF (GPE)'s 13F filing for Q4 2025, filed 13 Feb 2026.