Charles Schwab
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Charles Schwab’s Fulcrum Therapeutics FULC Stock Holding History

Charles Schwab’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
433,220
+6,351
+1% +$38.6K ﹤0.01% 2866
2026
Q1 		$3.27M Buy
426,869
+37,973
+10% +$352K ﹤0.01% 2572
2025
Q4 		$4.4M Buy
388,896
+55,413
+17% +$564K ﹤0.01% 2509
2025
Q3 		$3.07M Sell
333,483
-54,299
-14% -$393K ﹤0.01% 2639
2025
Q2 		$2.67M Buy
387,782
+6,423
+2% +$34.4K ﹤0.01% 2585
2025
Q1 		$1.1M Sell
381,359
-144,686
-28% -$531K ﹤0.01% 2803
2024
Q4 		$2.47M Sell
526,045
-43,140
-8% -$159K ﹤0.01% 2612
2024
Q3 		$2.03M Buy
569,185
+393,202
+223% +$2.92M ﹤0.01% 2702
2024
Q2 		$1.09M Buy
175,983
+151,498
+619% +$1.15M ﹤0.01% 2905
2024
Q1 		$231K Hold
24,485
– – ﹤0.01% 3218
2023
Q4 		$165K Hold
24,485
– – ﹤0.01% 3299
2023
Q3 		$109K Hold
24,485
– – ﹤0.01% 3345
2023
Q2 		$80.8K Sell
24,485
-116,826
-83% -$343K ﹤0.01% 3364
2023
Q1 		$403K Buy
141,311
+26,424
+23% +$237K ﹤0.01% 3021
2022
Q4 		$836K Buy
114,887
+22,116
+24% +$144K ﹤0.01% 2832
2022
Q3 		$751K Buy
92,771
+6,852
+8% +$49.1K ﹤0.01% 2883
2022
Q2 		$422K Buy
85,919
+13,710
+19% +$134K ﹤0.01% 3127
2022
Q1 		$1.71M Buy
72,209
+1,724
+2% +$24.4K ﹤0.01% 2703
2021
Q4 		$1.25M Buy
70,485
+3,137
+5% +$62.1K ﹤0.01% 2829
2021
Q3 		$1.9M Buy
67,348
+13,064
+24% +$248K ﹤0.01% 2709
2021
Q2 		$569K Buy
54,284
+10,654
+24% +$108K ﹤0.01% 3125
2021
Q1 		$514K Buy
43,630
+6,616
+18% +$81.8K ﹤0.01% 3069
2020
Q4 		$434K Buy
37,014
+4,306
+13% +$48.7K ﹤0.01% 3038
2020
Q3 		$260K Buy
32,708
+2,910
+10% +$35K ﹤0.01% 3088
2020
Q2 		$546K Buy
29,798
+3,029
+11% +$47.7K ﹤0.01% 2794
2020
Q1 		$320K Buy
+26,769
New +$428K ﹤0.01% 2868

Other funds holding FULC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's FULC Position: Q2 2026 in Review

Charles Schwab increased its Fulcrum Therapeutics (FULC) stake by 1.5% in Q2 2026, buying an estimated $38.6K and bringing the position to 433,220 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Charles Schwab first reported a position in FULC in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.4M in Q4 2025. 155 funds tracked by Wall St. Rank hold FULC as of Q2 2026.

  • Charles Schwab held 433,220 shares of Fulcrum Therapeutics worth $1.59M as of Q2 2026.
  • Charles Schwab bought 6,351 Fulcrum Therapeutics shares in Q2 2026, an estimated $38.6K.
  • Fulcrum Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2866 holding.
  • Charles Schwab first reported a position in Fulcrum Therapeutics in Q1 2020 and has held it in 26 quarters since.
  • Charles Schwab's Fulcrum Therapeutics position peaked at $4.4M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2026.

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