Charles Schwab
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Charles Schwab’s Dyne Therapeutics DYN Stock Holding History

Charles Schwab’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.7M Buy
1,202,203
+43,813
+4% +$815K ﹤0.01% 1660
2026
Q1 		$21M Buy
1,158,390
+7,065
+0.6% +$122K ﹤0.01% 1725
2025
Q4 		$22.5M Buy
1,151,325
+144,131
+14% +$2.73M ﹤0.01% 1679
2025
Q3 		$12.7M Buy
1,007,194
+262,123
+35% +$2.99M ﹤0.01% 1996
2025
Q2 		$7.09M Buy
745,071
+90,940
+14% +$1M ﹤0.01% 2172
2025
Q1 		$6.84M Sell
654,131
-13,321
-2% -$191K ﹤0.01% 2140
2024
Q4 		$15.7M Buy
667,452
+18,800
+3% +$556K ﹤0.01% 1818
2024
Q3 		$23.3M Buy
648,652
+47,590
+8% +$1.89M ﹤0.01% 1615
2024
Q2 		$21.2M Buy
601,062
+139,540
+30% +$4.05M ﹤0.01% 1644
2024
Q1 		$13.1M Buy
461,522
+129,954
+39% +$2.94M ﹤0.01% 1843
2023
Q4 		$4.41M Buy
331,568
+6,197
+2% +$60.5K ﹤0.01% 2367
2023
Q3 		$2.92M Buy
325,371
+40,250
+14% +$434K ﹤0.01% 2478
2023
Q2 		$3.21M Buy
285,121
+57,537
+25% +$679K ﹤0.01% 2399
2023
Q1 		$2.62M Sell
227,584
-558
-0.2% -$7.25K ﹤0.01% 2450
2022
Q4 		$2.64M Buy
228,142
+5,708
+3% +$66K ﹤0.01% 2476
2022
Q3 		$2.83M Buy
222,434
+43,281
+24% +$496K ﹤0.01% 2478
2022
Q2 		$1.23M Sell
179,153
-13,324
-7% -$91.8K ﹤0.01% 2717
2022
Q1 		$1.86M Buy
192,477
+3,918
+2% +$33.4K ﹤0.01% 2670
2021
Q4 		$2.24M Buy
188,559
+4,376
+2% +$61.5K ﹤0.01% 2668
2021
Q3 		$2.99M Buy
184,183
+32,557
+21% +$577K ﹤0.01% 2601
2021
Q2 		$3.19M Buy
151,626
+29,134
+24% +$548K ﹤0.01% 2564
2021
Q1 		$1.9M Buy
122,492
+40,216
+49% +$778K ﹤0.01% 2679
2020
Q4 		$1.73M Buy
+82,276
New +$1.63M ﹤0.01% 2629

Other funds holding DYN

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab's DYN Position: Q2 2026 in Review

Charles Schwab increased its Dyne Therapeutics (DYN) stake by 3.8% in Q2 2026, buying an estimated $815K and bringing the position to 1,202,203 shares worth $26.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Charles Schwab first reported a position in DYN in Q4 2020 and has held it in 23 quarters since. 245 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

  • Charles Schwab held 1,202,203 shares of Dyne Therapeutics worth $26.7M as of Q2 2026.
  • Charles Schwab bought 43,813 Dyne Therapeutics shares in Q2 2026, an estimated $815K.
  • Dyne Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1660 holding.
  • Charles Schwab first reported a position in Dyne Therapeutics in Q4 2020 and has held it in 23 quarters since.
  • 245 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

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