Charles Schwab
APGE icon

Charles Schwab’s Apogee Therapeutics APGE Stock Holding History

Charles Schwab’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.9M Buy
443,658
+22,974
+5% +$2.07M 0.01% 1134
2026
Q1 		$35.4M Buy
420,684
+39,322
+10% +$2.86M 0.01% 1398
2025
Q4 		$28.8M Buy
381,362
+61,459
+19% +$3.87M ﹤0.01% 1519
2025
Q3 		$12.7M Buy
319,903
+53,519
+20% +$2.04M ﹤0.01% 1998
2025
Q2 		$11.6M Sell
266,384
-5,495
-2% -$209K ﹤0.01% 1939
2025
Q1 		$10.2M Sell
271,879
-5,613
-2% -$217K ﹤0.01% 1946
2024
Q4 		$12.6M Sell
277,492
-2,936
-1% -$150K ﹤0.01% 1912
2024
Q3 		$16.5M Buy
280,428
+41,686
+17% +$2M ﹤0.01% 1801
2024
Q2 		$9.39M Sell
238,742
-2,024
-0.8% -$98.2K ﹤0.01% 2074
2024
Q1 		$16M Buy
240,766
+85,001
+55% +$3.71M ﹤0.01% 1737
2023
Q4 		$4.35M Buy
155,765
+4,407
+3% +$88.3K ﹤0.01% 2371
2023
Q3 		$3.22M Buy
+151,358
New +$3.33M ﹤0.01% 2438

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Charles Schwab's APGE Position: Q2 2026 in Review

Charles Schwab increased its Apogee Therapeutics (APGE) stake by 5.5% in Q2 2026, buying an estimated $2.07M and bringing the position to 443,658 shares worth $58.9M. The position accounts for 0.01% of the portfolio, ranked #1134.

Charles Schwab first reported a position in APGE in Q3 2023 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Charles Schwab held 443,658 shares of Apogee Therapeutics worth $58.9M as of Q2 2026.
  • Charles Schwab bought 22,974 Apogee Therapeutics shares in Q2 2026, an estimated $2.07M.
  • Apogee Therapeutics made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1134 holding.
  • Charles Schwab first reported a position in Apogee Therapeutics in Q3 2023 and has held it in 12 quarters since.
  • 288 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.