Charles Schwab
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Charles Schwab’s Biote Corp BTMD Stock Holding History

Charles Schwab’s Portfolio BTMD Stock Details BTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57K Sell
42,188
-30,638
-42% -$61.6K ﹤0.01% 3415
2025
Q4 		$189K Hold
72,826
– – ﹤0.01% 3351
2025
Q3 		$218K Sell
72,826
-10,513
-13% -$37.5K ﹤0.01% 3341
2025
Q2 		$335K Buy
83,339
+7,601
+10% +$28K ﹤0.01% 3280
2025
Q1 		$252K Hold
75,738
– – ﹤0.01% 3232
2024
Q4 		$468K Buy
75,738
+5,215
+7% +$30.3K ﹤0.01% 3158
2024
Q3 		$394K Hold
70,523
– – ﹤0.01% 3218
2024
Q2 		$527K Buy
70,523
+31,407
+80% +$194K ﹤0.01% 3174
2024
Q1 		$227K Hold
39,116
– – ﹤0.01% 3221
2023
Q4 		$193K Hold
39,116
– – ﹤0.01% 3279
2023
Q3 		$200K Hold
39,116
– – ﹤0.01% 3291
2023
Q2 		$264K Buy
+39,116
New +$232K ﹤0.01% 3259

Other funds holding BTMD

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab's BTMD Position: Q1 2026 in Review

Charles Schwab reduced its Biote Corp (BTMD) stake by 42% in Q1 2026, selling an estimated $61.6K and leaving 42,188 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Charles Schwab first reported a position in BTMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $527K in Q2 2024. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • Charles Schwab held 42,188 shares of Biote Corp worth $57K as of Q1 2026.
  • Charles Schwab sold 30,638 Biote Corp shares in Q1 2026, an estimated $61.6K.
  • Biote Corp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3415 holding.
  • Charles Schwab first reported a position in Biote Corp in Q2 2023 and has held it in 12 quarters since.
  • Charles Schwab's Biote Corp position peaked at $527K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

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