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 Q2	–	Sell	-42,188	Closed	-$57K	–	3456
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

325 Capital New York $419M AUM 75.74% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's BTMD Position: Q2 2026 in Review

Charles Schwab sold out of Biote Corp (BTMD) in Q2 2026, closing a stake of 42,188 shares — an estimated $57K sold.

Charles Schwab first reported a position in BTMD in Q2 2023 and held it in 12 quarters. The position peaked at $527K in Q2 2024. 71 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

Charles Schwab reported no remaining Biote Corp position as of Q2 2026 after selling out during the quarter.
Charles Schwab sold 42,188 Biote Corp shares in Q2 2026, an estimated $57K.
Charles Schwab first reported a position in Biote Corp in Q2 2023 and held it in 12 quarters.
Charles Schwab's Biote Corp position peaked at $527K in Q2 2024.
71 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

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