Charles Schwab
FBRX

Charles Schwab’s Forte Biosciences FBRX Stock Holding History

Charles Schwab’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1,000K Buy
+47,043
New +$1.12M ﹤0.01% 3005
2022
Q2 		– Sell
-992
Closed -$37K – 3571
2022
Q1 		$37K Hold
992
– – ﹤0.01% 3559
2021
Q4 		$54K Sell
992
-143
-13% -$9.62K ﹤0.01% 3506
2021
Q3 		$84K Buy
1,135
+35
+3% +$19.4K ﹤0.01% 3395
2021
Q2 		$925K Buy
+1,100
New +$991K ﹤0.01% 2960
2020
Q2 		– Sell
-136
Closed -$63K – 3333
2020
Q1 		$63K Hold
136
– – ﹤0.01% 3141
2019
Q4 		$28K Hold
136
– – ﹤0.01% 3148
2019
Q3 		$34K Hold
136
– – ﹤0.01% 3138
2019
Q2 		$341K Buy
136
+10
+8% +$29.7K ﹤0.01% 2974
2019
Q1 		$513K Buy
126
+23
+22% +$88.9K ﹤0.01% 2761
2018
Q4 		$318K Hold
103
– – ﹤0.01% 2917
2018
Q3 		$604K Buy
103
+23
+29% +$87.6K ﹤0.01% 2773
2018
Q2 		$280K Hold
80
– – ﹤0.01% 2999
2018
Q1 		$355K Hold
80
– – ﹤0.01% 2828
2017
Q4 		$307K Buy
80
+43
+116% +$172K ﹤0.01% 2869
2017
Q3 		$171K Hold
37
– – ﹤0.01% 3031
2017
Q2 		$165K Buy
+37
New +$208K ﹤0.01% 3057

Other funds holding FBRX

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Charles Schwab's FBRX Position: Q2 2026 in Review

Charles Schwab opened a new position in Forte Biosciences (FBRX) in Q2 2026: 47,043 shares worth $1,000K. The stake represents ﹤0.01% of the portfolio and ranks #3005 among its holdings. This is a return to the name: Charles Schwab previously reported a position in FBRX as recently as Q1 2022.

Charles Schwab first reported a position in FBRX in Q2 2017 and has held it in 17 quarters since. 86 funds tracked by Wall St. Rank hold FBRX as of Q2 2026.

  • Charles Schwab held 47,043 shares of Forte Biosciences worth $1,000K as of Q2 2026.
  • Forte Biosciences was a new Charles Schwab position in Q2 2026.
  • Forte Biosciences made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3005 holding.
  • Charles Schwab first reported a position in Forte Biosciences in Q2 2017 and has held it in 17 quarters since.
  • 86 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2026.

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