Charles Schwab
BLLN

Charles Schwab’s BillionToOne Inc BLLN Stock Holding History

Charles Schwab’s Portfolio BLLN Stock Details BLLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.21M Buy
28,054
+1,450
+5% +$119K ﹤0.01% 2691
2025
Q4 		$2.18M Buy
+26,604
New +$2.7M ﹤0.01% 2737

Other funds holding BLLN

ASP
Adams Street Partners Chicago, Illinois $260M AUM 30.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CVM
Civilization Ventures Management Belvedere Tiburon, California $87.9M AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab's BLLN Position: Q1 2026 in Review

Charles Schwab increased its BillionToOne Inc (BLLN) stake by 5.5% in Q1 2026, buying an estimated $119K and bringing the position to 28,054 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Charles Schwab first reported a position in BLLN in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold BLLN as of Q1 2026.

  • Charles Schwab held 28,054 shares of BillionToOne Inc worth $2.21M as of Q1 2026.
  • Charles Schwab bought 1,450 BillionToOne Inc shares in Q1 2026, an estimated $119K.
  • BillionToOne Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2691 holding.
  • Charles Schwab first reported a position in BillionToOne Inc in Q4 2025 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held BillionToOne Inc as of Q1 2026.

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