Charles Schwab
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Charles Schwab’s Heartbeam BEAT Stock Holding History

Charles Schwab’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,543
Closed -$24K – 3461
2025
Q3 		$24K Hold
14,543
– – ﹤0.01% 3452
2025
Q2 		$18.2K Hold
14,543
– – ﹤0.01% 3490
2025
Q1 		$29.2K Hold
14,543
– – ﹤0.01% 3440
2024
Q4 		$33.4K Hold
14,543
– – ﹤0.01% 3464
2024
Q3 		$33.7K Hold
14,543
– – ﹤0.01% 3453
2024
Q2 		$37.4K Hold
14,543
– – ﹤0.01% 3545
2024
Q1 		$31.7K Hold
14,543
– – ﹤0.01% 3402
2023
Q4 		$34.2K Hold
14,543
– – ﹤0.01% 3438
2023
Q3 		$31.3K Hold
14,543
– – ﹤0.01% 3462
2023
Q2 		$35K Buy
+14,543
New +$33.5K ﹤0.01% 3474

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Charles Schwab's BEAT Position: Q4 2025 in Review

Charles Schwab sold out of Heartbeam (BEAT) in Q4 2025, closing a stake of 14,543 shares — an estimated $24K sold.

Charles Schwab first reported a position in BEAT in Q2 2023 and held it in 10 quarters. The position peaked at $37.4K in Q2 2024. 41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

  • Charles Schwab reported no remaining Heartbeam position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 14,543 Heartbeam shares in Q4 2025, an estimated $24K.
  • Charles Schwab first reported a position in Heartbeam in Q2 2023 and held it in 10 quarters.
  • Charles Schwab's Heartbeam position peaked at $37.4K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.