Charles Schwab
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Charles Schwab’s CVRx CVRX Stock Holding History

Charles Schwab’s Portfolio CVRX Stock Details CVRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$182K Sell
35,398
-5,423
-13% -$35K ﹤0.01% 3380
2026
Q1 		$386K Sell
40,821
-5,120
-11% -$37.5K ﹤0.01% 3185
2025
Q4 		$326K Buy
45,941
+9
+0% +$82 ﹤0.01% 3263
2025
Q3 		$371K Sell
45,932
-1,361
-3% -$10.2K ﹤0.01% 3255
2025
Q2 		$278K Buy
47,293
+5,388
+13% +$37.2K ﹤0.01% 3334
2025
Q1 		$512K Buy
41,905
+4,751
+13% +$67.1K ﹤0.01% 3076
2024
Q4 		$471K Hold
37,154
– – ﹤0.01% 3157
2024
Q3 		$327K Hold
37,154
– – ﹤0.01% 3268
2024
Q2 		$445K Buy
37,154
+5,921
+19% +$68.2K ﹤0.01% 3248
2024
Q1 		$569K Hold
31,233
– – ﹤0.01% 2974
2023
Q4 		$982K Hold
31,233
– – ﹤0.01% 2839
2023
Q3 		$474K Sell
31,233
-560
-2% -$9.21K ﹤0.01% 3053
2023
Q2 		$491K Buy
+31,793
New +$388K ﹤0.01% 3066
2022
Q2 		– Sell
-24,898
Closed -$150K – 3564
2022
Q1 		$150K Buy
24,898
+3,102
+14% +$25K ﹤0.01% 3355
2021
Q4 		$267K Buy
21,796
+1,928
+10% +$28K ﹤0.01% 3305
2021
Q3 		$329K Buy
+19,868
New +$381K ﹤0.01% 3243

Other funds holding CVRX

JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GP
GSK plc London $602M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's CVRX Position: Q2 2026 in Review

Charles Schwab reduced its CVRx (CVRX) stake by 13% in Q2 2026, selling an estimated $35K and leaving 35,398 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

Charles Schwab first reported a position in CVRX in Q3 2021 and has held it in 16 quarters since. The position peaked at $982K in Q4 2023. 88 funds tracked by Wall St. Rank hold CVRX as of Q2 2026.

  • Charles Schwab held 35,398 shares of CVRx worth $182K as of Q2 2026.
  • Charles Schwab sold 5,423 CVRx shares in Q2 2026, an estimated $35K.
  • CVRx made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3380 holding.
  • Charles Schwab first reported a position in CVRx in Q3 2021 and has held it in 16 quarters since.
  • Charles Schwab's CVRx position peaked at $982K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held CVRx as of Q2 2026.

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