Charles Schwab
PVLA

Charles Schwab’s Palvella Therapeutics PVLA Stock Holding History

Charles Schwab’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98M Buy
32,583
+9,613
+42% +$1.17M ﹤0.01% 2482
2026
Q1 		$2.86M Buy
22,970
+1,337
+6% +$139K ﹤0.01% 2617
2025
Q4 		$2.26M Buy
21,633
+620
+3% +$52.9K ﹤0.01% 2726
2025
Q3 		$1.32M Hold
21,013
– – ﹤0.01% 2857
2025
Q2 		$474K Buy
+21,013
New +$493K ﹤0.01% 3158
2023
Q3 		– Sell
-447
Closed -$5.91K – 3638
2023
Q2 		$5.91K Hold
447
– – ﹤0.01% 3604
2023
Q1 		$34.9K Hold
447
– – ﹤0.01% 3419
2022
Q4 		$37.2K Hold
447
– – ﹤0.01% 3417
2022
Q3 		$42K Hold
447
– – ﹤0.01% 3374
2022
Q2 		$67K Hold
447
– – ﹤0.01% 3347
2022
Q1 		$109K Hold
447
– – ﹤0.01% 3401
2021
Q4 		$136K Buy
447
+204
+84% +$65.3K ﹤0.01% 3411
2021
Q3 		$101K Hold
243
– – ﹤0.01% 3381
2021
Q2 		$75K Sell
243
-1,472
-86% -$323K ﹤0.01% 3320
2021
Q1 		$353K Buy
1,715
+117
+7% +$25.6K ﹤0.01% 3195
2020
Q4 		$320K Buy
1,598
+106
+7% +$22K ﹤0.01% 3135
2020
Q3 		$248K Sell
1,492
-88
-6% -$20K ﹤0.01% 3108
2020
Q2 		$392K Buy
1,580
+116
+8% +$27.1K ﹤0.01% 2927
2020
Q1 		$267K Buy
1,464
+14
+1% +$3.53K ﹤0.01% 2926
2019
Q4 		$420K Hold
1,450
– – ﹤0.01% 2889
2019
Q3 		$396K Buy
1,450
+243
+20% +$94.1K ﹤0.01% 2890
2019
Q2 		$454K Sell
1,207
-1,636
-58% -$488K ﹤0.01% 2854
2019
Q1 		$762K Buy
2,843
+165
+6% +$39.2K ﹤0.01% 2634
2018
Q4 		$570K Hold
2,678
– – ﹤0.01% 2714
2018
Q3 		$1.2M Hold
2,678
– – ﹤0.01% 2565
2018
Q2 		$1.09M Buy
2,678
+1,785
+200% +$849K ﹤0.01% 2564
2018
Q1 		$487K Buy
893
+173
+24% +$107K ﹤0.01% 2737
2017
Q4 		$435K Hold
720
– – ﹤0.01% 2759
2017
Q3 		$332K Hold
720
– – ﹤0.01% 2841
2017
Q2 		$292K Buy
+720
New +$210K ﹤0.01% 2883

Other funds holding PVLA

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Charles Schwab's PVLA Position: Q2 2026 in Review

Charles Schwab increased its Palvella Therapeutics (PVLA) stake by 42% in Q2 2026, buying an estimated $1.17M and bringing the position to 32,583 shares worth $4.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Charles Schwab first reported a position in PVLA in Q2 2017 and has held it in 30 quarters since. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Charles Schwab held 32,583 shares of Palvella Therapeutics worth $4.98M as of Q2 2026.
  • Charles Schwab bought 9,613 Palvella Therapeutics shares in Q2 2026, an estimated $1.17M.
  • Palvella Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2482 holding.
  • Charles Schwab first reported a position in Palvella Therapeutics in Q2 2017 and has held it in 30 quarters since.
  • 197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

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