Charles Schwab
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Charles Schwab’s Perspective Therapeutics CATX Stock Holding History

Charles Schwab’s Portfolio CATX Stock Details CATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.64M Buy
773,262
+111,944
+17% +$423K ﹤0.01% 2697
2026
Q1 		$2.76M Buy
661,318
+125,841
+24% +$532K ﹤0.01% 2625
2025
Q4 		$1.47M Sell
535,477
-313
-0.1% -$893 ﹤0.01% 2812
2025
Q3 		$1.84M Sell
535,790
-1,680
-0.3% -$6.13K ﹤0.01% 2771
2025
Q2 		$1.85M Buy
537,470
+103,385
+24% +$273K ﹤0.01% 2690
2025
Q1 		$925K Buy
434,085
+27,119
+7% +$81.4K ﹤0.01% 2866
2024
Q4 		$1.3M Sell
406,966
-26,556
-6% -$217K ﹤0.01% 2821
2024
Q3 		$5.79M Buy
433,522
+298,778
+222% +$3.97M ﹤0.01% 2291
2024
Q2 		$1.34M Buy
134,744
+111,275
+474% +$1.61M ﹤0.01% 2831
2024
Q1 		$279K Buy
23,469
+11,868
+102% +$101K ﹤0.01% 3190
2023
Q4 		$46.6K Hold
11,601
– – ﹤0.01% 3411
2023
Q3 		$31.8K Hold
11,601
– – ﹤0.01% 3457
2023
Q2 		$77.5K Hold
11,601
– – ﹤0.01% 3370
2023
Q1 		$74K Buy
+11,601
New +$47.4K ﹤0.01% 3290
2022
Q1 		– Sell
-5,547
Closed -$22K – 3589
2021
Q4 		$22K Hold
5,547
– – ﹤0.01% 3579
2021
Q3 		$35K Hold
5,547
– – ﹤0.01% 3482
2021
Q2 		$45K Hold
5,547
– – ﹤0.01% 3384
2021
Q1 		$61K Buy
+5,547
New +$83.8K ﹤0.01% 3418

Other funds holding CATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SSC
Spruce Street Capital New York $510M AUM

Charles Schwab's CATX Position: Q2 2026 in Review

Charles Schwab increased its Perspective Therapeutics (CATX) stake by 17% in Q2 2026, buying an estimated $423K and bringing the position to 773,262 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Charles Schwab first reported a position in CATX in Q1 2021 and has held it in 18 quarters since. The position peaked at $5.79M in Q3 2024. 132 funds tracked by Wall St. Rank hold CATX as of Q2 2026.

  • Charles Schwab held 773,262 shares of Perspective Therapeutics worth $2.64M as of Q2 2026.
  • Charles Schwab bought 111,944 Perspective Therapeutics shares in Q2 2026, an estimated $423K.
  • Perspective Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2697 holding.
  • Charles Schwab first reported a position in Perspective Therapeutics in Q1 2021 and has held it in 18 quarters since.
  • Charles Schwab's Perspective Therapeutics position peaked at $5.79M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Perspective Therapeutics as of Q2 2026.

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