Charles Schwab
CV

Charles Schwab’s CapsoVision Inc CV Stock Holding History

Charles Schwab’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$447K Buy
61,377
+47,286
+336% +$279K ﹤0.01% 3138
2025
Q4 		$151K Hold
14,091
– – ﹤0.01% 3370
2025
Q3 		$68.2K Buy
+14,091
New +$59.1K ﹤0.01% 3409

Other funds holding CV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab's CV Position: Q1 2026 in Review

Charles Schwab increased its CapsoVision Inc (CV) stake by 336% in Q1 2026, buying an estimated $279K and bringing the position to 61,377 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Charles Schwab first reported a position in CV in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold CV as of Q1 2026.

  • Charles Schwab held 61,377 shares of CapsoVision Inc worth $447K as of Q1 2026.
  • Charles Schwab bought 47,286 CapsoVision Inc shares in Q1 2026, an estimated $279K.
  • CapsoVision Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3138 holding.
  • Charles Schwab first reported a position in CapsoVision Inc in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held CapsoVision Inc as of Q1 2026.

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