Charles Schwab
IRON icon

Charles Schwab’s Disc Medicine IRON Stock Holding History

Charles Schwab’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8M Buy
257,382
+6,187
+2% +$425K ﹤0.01% 1860
2026
Q1 		$16.1M Buy
251,195
+4,156
+2% +$288K ﹤0.01% 1863
2025
Q4 		$19.6M Buy
247,039
+20,384
+9% +$1.72M ﹤0.01% 1763
2025
Q3 		$15M Buy
226,655
+22,414
+11% +$1.33M ﹤0.01% 1906
2025
Q2 		$10.8M Buy
204,241
+9,516
+5% +$447K ﹤0.01% 1972
2025
Q1 		$9.67M Buy
194,725
+29,653
+18% +$1.65M ﹤0.01% 1971
2024
Q4 		$10.5M Buy
165,072
+4,518
+3% +$261K ﹤0.01% 1993
2024
Q3 		$7.89M Buy
160,554
+19,401
+14% +$911K ﹤0.01% 2150
2024
Q2 		$6.36M Buy
141,153
+49,060
+53% +$1.67M ﹤0.01% 2246
2024
Q1 		$5.73M Buy
92,093
+2,368
+3% +$154K ﹤0.01% 2233
2023
Q4 		$5.18M Buy
89,725
+5,525
+7% +$283K ﹤0.01% 2296
2023
Q3 		$3.96M Buy
84,200
+63,644
+310% +$3.18M ﹤0.01% 2356
2023
Q2 		$913K Buy
+20,556
New +$729K ﹤0.01% 2806
2022
Q2 		– Sell
-1,548
Closed -$65K – 3595
2022
Q1 		$65K Sell
1,548
-377
-20% -$19.8K ﹤0.01% 3495
2021
Q4 		$169K Hold
1,925
– – ﹤0.01% 3380
2021
Q3 		$234K Sell
1,925
-4,312
-69% -$589K ﹤0.01% 3303
2021
Q2 		$1.21M Buy
6,237
+1,442
+30% +$474K ﹤0.01% 2861
2021
Q1 		$1.95M Buy
+4,795
New +$2.14M ﹤0.01% 2670

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 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

Charles Schwab's IRON Position: Q2 2026 in Review

Charles Schwab increased its Disc Medicine (IRON) stake by 2.5% in Q2 2026, buying an estimated $425K and bringing the position to 257,382 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Charles Schwab first reported a position in IRON in Q1 2021 and has held it in 18 quarters since. The position peaked at $19.6M in Q4 2025. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Charles Schwab held 257,382 shares of Disc Medicine worth $18.8M as of Q2 2026.
  • Charles Schwab bought 6,187 Disc Medicine shares in Q2 2026, an estimated $425K.
  • Disc Medicine made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1860 holding.
  • Charles Schwab first reported a position in Disc Medicine in Q1 2021 and has held it in 18 quarters since.
  • Charles Schwab's Disc Medicine position peaked at $19.6M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

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