Charles Schwab’s Sera Prognostics SERA Stock Holding History

Charles Schwab’s Portfolio SERA Stock Details SERA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,085	Closed	-$24.5K	–	3538
2026 Q1	$24.5K	Hold	12,085	–	–	﹤0.01%	3450
2025 Q4	$35.7K	Sell	12,085 -7	-0.1%	-$23	﹤0.01%	3440
2025 Q3	$37K	Hold	12,092	–	–	﹤0.01%	3440
2025 Q2	$33.5K	Sell	12,092 -69,138	-85%	-$171K	﹤0.01%	3474
2025 Q1	$299K	Buy	81,230 +2	+0%	+$10	﹤0.01%	3209
2024 Q4	$661K	Buy	81,228 +4,115	+5%	+$30.2K	﹤0.01%	3057
2024 Q3	$601K	Hold	77,113	–	–	﹤0.01%	3098
2024 Q2	$457K	Buy	77,113 +65,113	+543%	+$582K	﹤0.01%	3236
2024 Q1	$109K	Hold	12,000	–	–	﹤0.01%	3298
2023 Q4	$71.8K	Hold	12,000	–	–	﹤0.01%	3371
2023 Q3	$22.3K	Hold	12,000	–	–	﹤0.01%	3506
2023 Q2	$39.5K	Hold	12,000	–	–	﹤0.01%	3450
2023 Q1	$46K	Buy	+12,000	New	+$31.5K	﹤0.01%	3359
2022 Q2	–	Sell	-17,744	Closed	-$68K	–	3631
2022 Q1	$68K	Buy	+17,744	New	+$103K	﹤0.01%	3483

Other funds holding SERA

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab's SERA Position: Q2 2026 in Review

Charles Schwab sold out of Sera Prognostics (SERA) in Q2 2026, closing a stake of 12,085 shares — an estimated $24.5K sold.

Charles Schwab first reported a position in SERA in Q1 2022 and held it in 14 quarters. The position peaked at $661K in Q4 2024. 46 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

Charles Schwab reported no remaining Sera Prognostics position as of Q2 2026 after selling out during the quarter.
Charles Schwab sold 12,085 Sera Prognostics shares in Q2 2026, an estimated $24.5K.
Charles Schwab first reported a position in Sera Prognostics in Q1 2022 and held it in 14 quarters.
Charles Schwab's Sera Prognostics position peaked at $661K in Q4 2024.
46 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

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