Charles Schwab
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Charles Schwab’s Personalis PSNL Stock Holding History

Charles Schwab’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Buy
209,320
+64,694
+45% +$527K ﹤0.01% 2673
2026
Q1 		$921K Sell
144,626
-13,544
-9% -$114K ﹤0.01% 2923
2025
Q4 		$1.26M Buy
158,170
+28
+0% +$245 ﹤0.01% 2852
2025
Q3 		$1.03M Sell
158,142
-1,000
-0.6% -$5.69K ﹤0.01% 2944
2025
Q2 		$1.04M Buy
159,142
+136,199
+594% +$632K ﹤0.01% 2884
2025
Q1 		$80.5K Buy
22,943
+2
+0% +$10 ﹤0.01% 3366
2024
Q4 		$133K Hold
22,941
– – ﹤0.01% 3373
2024
Q3 		$123K Hold
22,941
– – ﹤0.01% 3372
2024
Q2 		$26.8K Hold
22,941
– – ﹤0.01% 3571
2024
Q1 		$34.2K Hold
22,941
– – ﹤0.01% 3394
2023
Q4 		$48.2K Hold
22,941
– – ﹤0.01% 3407
2023
Q3 		$27.8K Hold
22,941
– – ﹤0.01% 3479
2023
Q2 		$43.1K Hold
22,941
– – ﹤0.01% 3436
2023
Q1 		$63.3K Hold
22,941
– – ﹤0.01% 3308
2022
Q4 		$45.4K Buy
+22,941
New +$57.8K ﹤0.01% 3379
2022
Q3 		– Sell
-155,830
Closed -$538K – 3540
2022
Q2 		$538K Sell
155,830
-106,316
-41% -$541K ﹤0.01% 3046
2022
Q1 		$2.15M Buy
262,146
+7,279
+3% +$75.4K ﹤0.01% 2621
2021
Q4 		$3.64M Buy
254,867
+5,066
+2% +$84.4K ﹤0.01% 2513
2021
Q3 		$4.81M Buy
249,801
+44,428
+22% +$929K ﹤0.01% 2398
2021
Q2 		$5.2M Buy
205,373
+20,624
+11% +$472K ﹤0.01% 2334
2021
Q1 		$4.55M Buy
184,749
+30,315
+20% +$1.04M ﹤0.01% 2346
2020
Q4 		$5.65M Buy
154,434
+3,232
+2% +$97.7K ﹤0.01% 2156
2020
Q3 		$3.28M Buy
151,202
+68,627
+83% +$1.36M ﹤0.01% 2288
2020
Q2 		$1.07M Buy
82,575
+10,968
+15% +$122K ﹤0.01% 2604
2020
Q1 		$578K Buy
71,607
+21,989
+44% +$205K ﹤0.01% 2664
2019
Q4 		$541K Buy
49,618
+546
+1% +$5.68K ﹤0.01% 2789
2019
Q3 		$721K Buy
+49,072
New +$928K ﹤0.01% 2665

Other funds holding PSNL

MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Charles Schwab's PSNL Position: Q2 2026 in Review

Charles Schwab increased its Personalis (PSNL) stake by 45% in Q2 2026, buying an estimated $527K and bringing the position to 209,320 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Charles Schwab first reported a position in PSNL in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.65M in Q4 2020. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Charles Schwab held 209,320 shares of Personalis worth $2.8M as of Q2 2026.
  • Charles Schwab bought 64,694 Personalis shares in Q2 2026, an estimated $527K.
  • Personalis made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2673 holding.
  • Charles Schwab first reported a position in Personalis in Q3 2019 and has held it in 27 quarters since.
  • Charles Schwab's Personalis position peaked at $5.65M in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

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