Charles Schwab’s ClearPoint Neuro CLPT Stock Holding History

Charles Schwab’s Portfolio CLPT Stock Details CLPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$757K	Buy	83,170 +4,261	+5%	+$53.8K	﹤0.01%	2982
2025 Q4	$1.08M	Hold	78,909	–	–	﹤0.01%	2898
2025 Q3	$1.72M	Hold	78,909	–	–	﹤0.01%	2788
2025 Q2	$942K	Buy	78,909 +68,540	+661%	+$863K	﹤0.01%	2918
2025 Q1	$123K	Hold	10,369	–	–	﹤0.01%	3313
2024 Q4	$159K	Hold	10,369	–	–	﹤0.01%	3352
2024 Q3	$116K	Hold	10,369	–	–	﹤0.01%	3373
2024 Q2	$55.9K	Sell	10,369 -52,401	-83%	-$303K	﹤0.01%	3504
2024 Q1	$427K	Hold	62,770	–	–	﹤0.01%	3083
2023 Q4	$426K	Hold	62,770	–	–	﹤0.01%	3131
2023 Q3	$314K	Hold	62,770	–	–	﹤0.01%	3203
2023 Q2	$454K	Buy	62,770 +52,401	+505%	+$446K	﹤0.01%	3103
2023 Q1	$87.5K	Hold	10,369	–	–	﹤0.01%	3267
2022 Q4	$87.8K	Hold	10,369	–	–	﹤0.01%	3279
2022 Q3	$108K	Buy	+10,369	New	+$137K	﹤0.01%	3215
2022 Q2	–	Sell	-49,887	Closed	-$520K	–	3558
2022 Q1	$520K	Buy	49,887 +2,532	+5%	+$23K	﹤0.01%	3091
2021 Q4	$532K	Hold	47,355	–	–	﹤0.01%	3124
2021 Q3	$841K	Buy	47,355 +1,139	+2%	+$21.4K	﹤0.01%	2931
2021 Q2	$883K	Buy	+46,216	New	+$893K	﹤0.01%	2976

Other funds holding CLPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Charles Schwab's CLPT Position: Q1 2026 in Review

Charles Schwab increased its ClearPoint Neuro (CLPT) stake by 5.4% in Q1 2026, buying an estimated $53.8K and bringing the position to 83,170 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Charles Schwab first reported a position in CLPT in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Charles Schwab held 83,170 shares of ClearPoint Neuro worth $757K as of Q1 2026.
Charles Schwab bought 4,261 ClearPoint Neuro shares in Q1 2026, an estimated $53.8K.
ClearPoint Neuro made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2982 holding.
Charles Schwab first reported a position in ClearPoint Neuro in Q2 2021 and has held it in 19 quarters since.
Charles Schwab's ClearPoint Neuro position peaked at $1.72M in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

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