Charles Schwab
SI

Charles Schwab’s Shoulder Innovations Inc SI Stock Holding History

Charles Schwab’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$519K Buy
25,582
+2,630
+11% +$40.4K ﹤0.01% 3228
2026
Q1 		$333K Buy
22,952
+11,173
+95% +$155K ﹤0.01% 3219
2025
Q4 		$168K Hold
11,779
– – ﹤0.01% 3360
2025
Q3 		$148K Buy
+11,779
New +$165K ﹤0.01% 3376

Other funds holding SI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RC
Roubaix Capital Denver, Colorado $279M AUM 54.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's SI Position: Q2 2026 in Review

Charles Schwab increased its Shoulder Innovations Inc (SI) stake by 11% in Q2 2026, buying an estimated $40.4K and bringing the position to 25,582 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Charles Schwab first reported a position in SI in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Charles Schwab held 25,582 shares of Shoulder Innovations Inc worth $519K as of Q2 2026.
  • Charles Schwab bought 2,630 Shoulder Innovations Inc shares in Q2 2026, an estimated $40.4K.
  • Shoulder Innovations Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3228 holding.
  • Charles Schwab first reported a position in Shoulder Innovations Inc in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Shoulder Innovations Inc as of Q2 2026.

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