Charles Schwab’s Monogram Orthopaedics MGRM Stock Holding History

Charles Schwab’s Portfolio MGRM Stock Details MGRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,000	Closed	-$106K	–	3481
2025 Q3	$106K	Buy	+18,000	New	+$96.1K	﹤0.01%	3390

Charles Schwab's MGRM Position: Q4 2025 in Review

Charles Schwab sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 18,000 shares — an estimated $106K sold.

Charles Schwab first reported a position in MGRM in Q3 2025 and held it in 1 quarter. The position peaked at $106K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Charles Schwab reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Charles Schwab sold 18,000 Monogram Orthopaedics shares in Q4 2025, an estimated $106K.
Charles Schwab first reported a position in Monogram Orthopaedics in Q3 2025 and held it in 1 quarter.
Charles Schwab's Monogram Orthopaedics position peaked at $106K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

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