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
Q2 		$602K Buy
79,360
+17,983
+29% +$121K ﹤0.01% 3193
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab's CV Position: Q2 2026 in Review

Charles Schwab increased its CapsoVision Inc (CV) stake by 29% in Q2 2026, buying an estimated $121K and bringing the position to 79,360 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

Charles Schwab first reported a position in CV in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold CV as of Q2 2026.

  • Charles Schwab held 79,360 shares of CapsoVision Inc worth $602K as of Q2 2026.
  • Charles Schwab bought 17,983 CapsoVision Inc shares in Q2 2026, an estimated $121K.
  • CapsoVision Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3193 holding.
  • Charles Schwab first reported a position in CapsoVision Inc in Q3 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

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