Charles Schwab
CLYM

Charles Schwab’s Climb Bio CLYM Stock Holding History

Charles Schwab’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
104,634
+82,583
+375% +$853K ﹤0.01% 2909
2026
Q1 		$151K Buy
+22,051
New +$127K ﹤0.01% 3334
2025
Q2 		– Sell
-70,093
Closed -$85.5K – 3605
2025
Q1 		$85.5K Hold
70,093
– – ﹤0.01% 3364
2024
Q4 		$126K Hold
70,093
– – ﹤0.01% 3380
2024
Q3 		$357K Buy
70,093
+52,965
+309% +$375K ﹤0.01% 3245
2024
Q2 		$122K Buy
+17,128
New +$114K ﹤0.01% 3467
2022
Q2 		– Sell
-16,001
Closed -$135K – 3662
2022
Q1 		$135K Sell
16,001
-1,223
-7% -$11.4K ﹤0.01% 3371
2021
Q4 		$181K Hold
17,224
– – ﹤0.01% 3372
2021
Q3 		$310K Buy
+17,224
New +$356K ﹤0.01% 3262

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab's CLYM Position: Q2 2026 in Review

Charles Schwab increased its Climb Bio (CLYM) stake by 375% in Q2 2026, buying an estimated $853K and bringing the position to 104,634 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Charles Schwab first reported a position in CLYM in Q3 2021 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold CLYM as of Q2 2026.

  • Charles Schwab held 104,634 shares of Climb Bio worth $1.36M as of Q2 2026.
  • Charles Schwab bought 82,583 Climb Bio shares in Q2 2026, an estimated $853K.
  • Climb Bio made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2909 holding.
  • Charles Schwab first reported a position in Climb Bio in Q3 2021 and has held it in 9 quarters since.
  • 109 funds tracked by Wall St. Rank held Climb Bio as of Q2 2026.

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