Charles Schwab
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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
Q2 		$179K Buy
17,276
+501
+3% +$5.27K ﹤0.01% 3382
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

JT
Jupiter Topco New York $245B AUM
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's CARL Position: Q2 2026 in Review

Charles Schwab increased its Carlsmed (CARL) stake by 3% in Q2 2026, buying an estimated $5.27K and bringing the position to 17,276 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Charles Schwab first reported a position in CARL in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 74 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Charles Schwab held 17,276 shares of Carlsmed worth $179K as of Q2 2026.
  • Charles Schwab bought 501 Carlsmed shares in Q2 2026, an estimated $5.27K.
  • Carlsmed made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3382 holding.
  • Charles Schwab first reported a position in Carlsmed in Q3 2025 and has held it in 4 quarters since.
  • Charles Schwab's Carlsmed position peaked at $225K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

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