Charles Schwab
BIOA

Charles Schwab’s BioAge Labs BIOA Stock Holding History

Charles Schwab’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.32M Buy
247,276
+27,434
+12% +$528K ﹤0.01% 2463
2025
Q4 		$2.91M Buy
219,842
+28,459
+15% +$252K ﹤0.01% 2642
2025
Q3 		$1.13M Buy
191,383
+71,071
+59% +$333K ﹤0.01% 2910
2025
Q2 		$497K Buy
120,312
+30,335
+34% +$122K ﹤0.01% 3138
2025
Q1 		$338K Buy
89,977
+5,110
+6% +$23.6K ﹤0.01% 3177
2024
Q4 		$491K Buy
+84,867
New +$1.46M ﹤0.01% 3143

Other funds holding BIOA

ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Charles Schwab's BIOA Position: Q1 2026 in Review

Charles Schwab increased its BioAge Labs (BIOA) stake by 12% in Q1 2026, buying an estimated $528K and bringing the position to 247,276 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Charles Schwab first reported a position in BIOA in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold BIOA as of Q1 2026.

  • Charles Schwab held 247,276 shares of BioAge Labs worth $4.32M as of Q1 2026.
  • Charles Schwab bought 27,434 BioAge Labs shares in Q1 2026, an estimated $528K.
  • BioAge Labs made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2463 holding.
  • Charles Schwab first reported a position in BioAge Labs in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held BioAge Labs as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.