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
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 $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return