Charles Schwab
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Charles Schwab’s Inovio Pharmaceuticals INO Stock Holding History

Charles Schwab’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,330
Closed -$28.9K – 3473
2025
Q3 		$28.9K Buy
12,330
+317
+3% +$607 ﹤0.01% 3448
2025
Q2 		$24.4K Sell
12,013
-86,482
-88% -$166K ﹤0.01% 3485
2025
Q1 		$161K Buy
98,495
+27,429
+39% +$55K ﹤0.01% 3281
2024
Q4 		$130K Hold
71,066
– – ﹤0.01% 3376
2024
Q3 		$411K Sell
71,066
-33
-0% -$272 ﹤0.01% 3212
2024
Q2 		$574K Buy
71,099
+60,024
+542% +$632K ﹤0.01% 3135
2024
Q1 		$154K Sell
11,075
-1
-0% -$9 ﹤0.01% 3266
2023
Q4 		$67.8K Hold
11,076
– – ﹤0.01% 3375
2023
Q3 		$51.7K Sell
11,076
-94,004
-89% -$519K ﹤0.01% 3405
2023
Q2 		$563K Sell
105,080
-41,788
-28% -$337K ﹤0.01% 2995
2023
Q1 		$1.45M Sell
146,868
-9,015
-6% -$154K ﹤0.01% 2612
2022
Q4 		$2.92M Buy
155,883
+4,390
+3% +$99.5K ﹤0.01% 2444
2022
Q3 		$3.14M Buy
151,493
+14,657
+11% +$375K ﹤0.01% 2445
2022
Q2 		$2.84M Buy
136,836
+9,286
+7% +$262K ﹤0.01% 2440
2022
Q1 		$5.5M Buy
127,550
+4,574
+4% +$206K ﹤0.01% 2229
2021
Q4 		$7.36M Buy
122,976
+2,086
+2% +$167K ﹤0.01% 2154
2021
Q3 		$10.4M Buy
120,890
+1,421
+1% +$143K ﹤0.01% 1986
2021
Q2 		$13.3M Buy
119,469
+5,438
+5% +$522K ﹤0.01% 1849
2021
Q1 		$12.7M Buy
114,031
+22,741
+25% +$2.99M ﹤0.01% 1817
2020
Q4 		$9.7M Buy
91,290
+1,614
+2% +$215K ﹤0.01% 1885
2020
Q3 		$12.5M Buy
89,676
+8,076
+10% +$1.68M 0.01% 1535
2020
Q2 		$26.4M Buy
81,600
+17,615
+28% +$2.83M 0.01% 983
2020
Q1 		$5.71M Buy
63,985
+16,946
+36% +$1.04M ﹤0.01% 1767
2019
Q4 		$1.86M Buy
47,039
+53
+0.1% +$1.59K ﹤0.01% 2443
2019
Q3 		$1.16M Buy
46,986
+6,864
+17% +$209K ﹤0.01% 2527
2019
Q2 		$1.42M Sell
40,122
-1,743
-4% -$69.2K ﹤0.01% 2475
2019
Q1 		$1.87M Buy
41,865
+917
+2% +$46.2K ﹤0.01% 2382
2018
Q4 		$1.97M Buy
40,948
+470
+1% +$28.6K ﹤0.01% 2339
2018
Q3 		$2.7M Buy
40,478
+3,324
+9% +$185K ﹤0.01% 2334
2018
Q2 		$1.75M Buy
37,154
+2,797
+8% +$154K ﹤0.01% 2416
2018
Q1 		$1.94M Buy
34,357
+6,440
+23% +$349K ﹤0.01% 2346
2017
Q4 		$1.38M Buy
27,917
+195
+0.7% +$12.1K ﹤0.01% 2429
2017
Q3 		$2.11M Sell
27,722
-113
-0.4% -$8.41K ﹤0.01% 2264
2017
Q2 		$2.62M Buy
27,835
+2,348
+9% +$201K ﹤0.01% 2126
2017
Q1 		$2.02M Buy
25,487
+1,404
+6% +$112K ﹤0.01% 2196
2016
Q4 		$2.01M Buy
24,083
+1,304
+6% +$118K ﹤0.01% 2187
2016
Q3 		$2.55M Buy
22,779
+12,824
+129% +$1.42M ﹤0.01% 2022
2016
Q2 		$1.1M Hold
9,955
– – ﹤0.01% 2319
2016
Q1 		$1.04M Sell
9,955
-1,758
-15% -$136K ﹤0.01% 2330
2015
Q4 		$945K Hold
11,713
– – ﹤0.01% 2414
2015
Q3 		$813K Hold
11,713
– – ﹤0.01% 2452
2015
Q2 		$1.15M Buy
11,713
+2,672
+30% +$285K ﹤0.01% 2363
2015
Q1 		$886K Hold
9,041
– – ﹤0.01% 2414
2014
Q4 		$996K Hold
9,041
– – ﹤0.01% 2354
2014
Q3 		$1.07M Buy
9,041
+1,683
+23% +$210K ﹤0.01% 2266
2014
Q2 		$955K Buy
+7,358
New +$868K ﹤0.01% 2342

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab's INO Position: Q4 2025 in Review

Charles Schwab sold out of Inovio Pharmaceuticals (INO) in Q4 2025, closing a stake of 12,330 shares — an estimated $28.9K sold.

Charles Schwab first reported a position in INO in Q2 2014 and held it in 46 quarters. The position peaked at $26.4M in Q2 2020. 102 funds tracked by Wall St. Rank hold INO as of Q4 2025.

  • Charles Schwab reported no remaining Inovio Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 12,330 Inovio Pharmaceuticals shares in Q4 2025, an estimated $28.9K.
  • Charles Schwab first reported a position in Inovio Pharmaceuticals in Q2 2014 and held it in 46 quarters.
  • Charles Schwab's Inovio Pharmaceuticals position peaked at $26.4M in Q2 2020.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.