Charles Schwab’s Protara Therapeutics TARA Stock Holding History

Charles Schwab’s Portfolio TARA Stock Details TARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$603K	Buy	157,971 +10,083	+7%	+$48K	﹤0.01%	3191
2026 Q1	$770K	Buy	147,888 +45,389	+44%	+$269K	﹤0.01%	2976
2025 Q4	$546K	Buy	102,499 +6,725	+7%	+$37.4K	﹤0.01%	3139
2025 Q3	$417K	Hold	95,774	–	–	﹤0.01%	3222
2025 Q2	$290K	Buy	95,774 +80,774	+538%	+$279K	﹤0.01%	3320
2025 Q1	$63.9K	Buy	+15,000	New	+$67K	﹤0.01%	3383
2021 Q2	–	Sell	-12,060	Closed	-$190K	–	3535
2021 Q1	$190K	Hold	12,060	–	–	﹤0.01%	3325
2020 Q4	$292K	Buy	+12,060	New	+$260K	﹤0.01%	3169
2016 Q2	–	Sell	-275	Closed	-$86K	–	3132
2016 Q1	$86K	Hold	275	–	–	﹤0.01%	3000
2015 Q4	$171K	Hold	275	–	–	﹤0.01%	2991
2015 Q3	$153K	Hold	275	–	–	﹤0.01%	2996
2015 Q2	$197K	Buy	+275	New	+$170K	﹤0.01%	2982

Other funds holding TARA

Jupiter Topco New York $245B AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

VCIM

Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

SCM

Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Charles Schwab's TARA Position: Q2 2026 in Review

Charles Schwab increased its Protara Therapeutics (TARA) stake by 6.8% in Q2 2026, buying an estimated $48K and bringing the position to 157,971 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Charles Schwab first reported a position in TARA in Q2 2015 and has held it in 12 quarters since. The position peaked at $770K in Q1 2026. 119 funds tracked by Wall St. Rank hold TARA as of Q2 2026.

Charles Schwab held 157,971 shares of Protara Therapeutics worth $603K as of Q2 2026.
Charles Schwab bought 10,083 Protara Therapeutics shares in Q2 2026, an estimated $48K.
Protara Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3191 holding.
Charles Schwab first reported a position in Protara Therapeutics in Q2 2015 and has held it in 12 quarters since.
Charles Schwab's Protara Therapeutics position peaked at $770K in Q1 2026.
119 funds tracked by Wall St. Rank held Protara Therapeutics as of Q2 2026.

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