Charles Schwab’s Heartflow Inc HTFL Stock Holding History

Charles Schwab’s Portfolio HTFL Stock Details HTFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.72M	Buy	297,254 +148,141	+99%	+$4.45M	﹤0.01%	2221
2026 Q1	$3.63M	Sell	149,113 -4,233	-3%	-$115K	﹤0.01%	2532
2025 Q4	$4.47M	Buy	153,346 +51,761	+51%	+$1.67M	﹤0.01%	2502
2025 Q3	$3.42M	Buy	+101,585	New	+$3.27M	﹤0.01%	2590

Other funds holding HTFL

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Charles Schwab's HTFL Position: Q2 2026 in Review

Charles Schwab increased its Heartflow Inc (HTFL) stake by 99% in Q2 2026, buying an estimated $4.45M and bringing the position to 297,254 shares worth $8.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Charles Schwab first reported a position in HTFL in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

Charles Schwab held 297,254 shares of Heartflow Inc worth $8.72M as of Q2 2026.
Charles Schwab bought 148,141 Heartflow Inc shares in Q2 2026, an estimated $4.45M.
Heartflow Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2221 holding.
Charles Schwab first reported a position in Heartflow Inc in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

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