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
Q2 		$6.7M Buy
273,371
+26,095
+11% +$471K ﹤0.01% 2337
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 $14.2B AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Charles Schwab's BIOA Position: Q2 2026 in Review

Charles Schwab increased its BioAge Labs (BIOA) stake by 11% in Q2 2026, buying an estimated $471K and bringing the position to 273,371 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Charles Schwab first reported a position in BIOA in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold BIOA as of Q2 2026.

  • Charles Schwab held 273,371 shares of BioAge Labs worth $6.7M as of Q2 2026.
  • Charles Schwab bought 26,095 BioAge Labs shares in Q2 2026, an estimated $471K.
  • BioAge Labs made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2337 holding.
  • Charles Schwab first reported a position in BioAge Labs in Q4 2024 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held BioAge Labs as of Q2 2026.

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