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 Q2	$1.61M	Buy	89,984 +6,814	+8%	+$85.1K	﹤0.01%	2860
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 $6.73T AUM 46.02% 1-Year Est. Return

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Charles Schwab's CLPT Position: Q2 2026 in Review

Charles Schwab increased its ClearPoint Neuro (CLPT) stake by 8.2% in Q2 2026, buying an estimated $85.1K and bringing the position to 89,984 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Charles Schwab first reported a position in CLPT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.72M in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Charles Schwab held 89,984 shares of ClearPoint Neuro worth $1.61M as of Q2 2026.
Charles Schwab bought 6,814 ClearPoint Neuro shares in Q2 2026, an estimated $85.1K.
ClearPoint Neuro made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2860 holding.
Charles Schwab first reported a position in ClearPoint Neuro in Q2 2021 and has held it in 20 quarters since.
Charles Schwab's ClearPoint Neuro position peaked at $1.72M in Q3 2025.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

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