Charles Schwab
CARL

Charles Schwab’s Carlsmed CARL Stock Holding History

Charles Schwab’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Hold
16,775
– – ﹤0.01% 3331
2025
Q4 		$207K Hold
16,775
– – ﹤0.01% 3342
2025
Q3 		$225K Buy
+16,775
New +$229K ﹤0.01% 3338

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab's CARL Position: Q1 2026 in Review

Charles Schwab held its Carlsmed (CARL) position steady in Q1 2026 at 16,775 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

Charles Schwab first reported a position in CARL in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q3 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Charles Schwab held 16,775 shares of Carlsmed worth $152K as of Q1 2026.
  • Charles Schwab left its Carlsmed share count unchanged in Q1 2026.
  • Carlsmed made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3331 holding.
  • Charles Schwab first reported a position in Carlsmed in Q3 2025 and has held it in 3 quarters since.
  • Charles Schwab's Carlsmed position peaked at $225K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

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