Charles Schwab
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Charles Schwab’s Candel Therapeutics CADL Stock Holding History

Charles Schwab’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Buy
199,454
+87,738
+79% +$663K ﹤0.01% 2783
2026
Q1 		$547K Sell
111,716
-9,288
-8% -$50.5K ﹤0.01% 3082
2025
Q4 		$684K Hold
121,004
– – ﹤0.01% 3056
2025
Q3 		$617K Buy
121,004
+7,232
+6% +$41.8K ﹤0.01% 3108
2025
Q2 		$576K Buy
113,772
+29,892
+36% +$154K ﹤0.01% 3091
2025
Q1 		$474K Buy
83,880
+31,690
+61% +$259K ﹤0.01% 3097
2024
Q4 		$453K Buy
52,190
+5,413
+12% +$32K ﹤0.01% 3167
2024
Q3 		$324K Hold
46,777
– – ﹤0.01% 3271
2024
Q2 		$290K Buy
+46,777
New +$351K ﹤0.01% 3374

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab's CADL Position: Q2 2026 in Review

Charles Schwab increased its Candel Therapeutics (CADL) stake by 79% in Q2 2026, buying an estimated $663K and bringing the position to 199,454 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Charles Schwab first reported a position in CADL in Q2 2024 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold CADL as of Q2 2026.

  • Charles Schwab held 199,454 shares of Candel Therapeutics worth $2.05M as of Q2 2026.
  • Charles Schwab bought 87,738 Candel Therapeutics shares in Q2 2026, an estimated $663K.
  • Candel Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2783 holding.
  • Charles Schwab first reported a position in Candel Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • 138 funds tracked by Wall St. Rank held Candel Therapeutics as of Q2 2026.

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