Charles Schwab’s CARGO Therapeutics CRGX Stock Holding History

Charles Schwab’s Portfolio CRGX Stock Details CRGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-319,467	Closed	-$1.32M	–	3480
2025 Q2	$1.32M	Buy	319,467 +67,463	+27%	+$289K	﹤0.01%	2811
2025 Q1	$1.03M	Sell	252,004 -45,823	-15%	-$307K	﹤0.01%	2830
2024 Q4	$4.29M	Buy	297,827 +1,867	+0.6%	+$33.9K	﹤0.01%	2402
2024 Q3	$5.46M	Buy	295,960 +138,261	+88%	+$2.47M	﹤0.01%	2326
2024 Q2	$2.59M	Sell	157,699 -6,687	-4%	-$127K	﹤0.01%	2611
2024 Q1	$3.67M	Buy	164,386 +53,991	+49%	+$1.28M	﹤0.01%	2398
2023 Q4	$2.56M	Buy	+110,395	New	+$1.87M	﹤0.01%	2539

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's CRGX Position: Q3 2025 in Review

Charles Schwab sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 319,467 shares — an estimated $1.32M sold.

Charles Schwab first reported a position in CRGX in Q4 2023 and held it in 7 quarters. The position peaked at $5.46M in Q3 2024. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

Charles Schwab reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
Charles Schwab sold 319,467 CARGO Therapeutics shares in Q3 2025, an estimated $1.32M.
Charles Schwab first reported a position in CARGO Therapeutics in Q4 2023 and held it in 7 quarters.
Charles Schwab's CARGO Therapeutics position peaked at $5.46M in Q3 2024.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.