Charles Schwab
TVRD

Charles Schwab’s Tvardi Therapeutics TVRD Stock Holding History

Charles Schwab’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.5K Sell
11,784
-18
-0.2% -$71 ﹤0.01% 3433
2025
Q4 		$50.7K Sell
11,802
-3,472
-23% -$31.1K ﹤0.01% 3426
2025
Q3 		$595K Buy
15,274
+3,222
+27% +$91.7K ﹤0.01% 3125
2025
Q2 		$281K Buy
+12,052
New +$285K ﹤0.01% 3333
2024
Q3 		– Sell
-6,200
Closed -$57.6K – 3618
2024
Q2 		$57.6K Sell
6,200
-2,933
-32% -$70K ﹤0.01% 3499
2024
Q1 		$299K Buy
9,133
+1,671
+22% +$43.3K ﹤0.01% 3176
2023
Q4 		$200K Sell
7,462
-8,616
-54% -$357K ﹤0.01% 3276
2023
Q3 		$972K Buy
16,078
+6,983
+77% +$655K ﹤0.01% 2810
2023
Q2 		$927K Sell
9,095
-235
-3% -$32.4K ﹤0.01% 2799
2023
Q1 		$1.65M Sell
9,330
-34
-0.4% -$11.4K ﹤0.01% 2574
2022
Q4 		$3.62M Buy
9,364
+320
+4% +$122K ﹤0.01% 2368
2022
Q3 		$3.05M Buy
9,044
+623
+7% +$226K ﹤0.01% 2456
2022
Q2 		$2.77M Sell
8,421
-210
-2% -$73.7K ﹤0.01% 2454
2022
Q1 		$3.78M Sell
8,631
-1,716
-17% -$704K ﹤0.01% 2408
2021
Q4 		$4.54M Buy
10,347
+222
+2% +$112K ﹤0.01% 2392
2021
Q3 		$5.63M Buy
10,125
+230
+2% +$115K ﹤0.01% 2315
2021
Q2 		$5.08M Buy
9,895
+335
+4% +$212K ﹤0.01% 2347
2021
Q1 		$7.47M Buy
9,560
+1,789
+23% +$1.22M ﹤0.01% 2098
2020
Q4 		$4.23M Buy
7,771
+38
+0.5% +$19.9K ﹤0.01% 2302
2020
Q3 		$3.54M Sell
7,733
-33
-0.4% -$19.2K ﹤0.01% 2238
2020
Q2 		$4.78M Buy
7,766
+434
+6% +$240K ﹤0.01% 2055
2020
Q1 		$3.49M Buy
7,332
+269
+4% +$146K ﹤0.01% 2012
2019
Q4 		$4.1M Buy
7,063
+158
+2% +$111K ﹤0.01% 2129
2019
Q3 		$4.54M Buy
6,905
+1,469
+27% +$1.22M ﹤0.01% 2015
2019
Q2 		$4.21M Buy
5,436
+159
+3% +$112K ﹤0.01% 2059
2019
Q1 		$3.73M Buy
5,277
+175
+3% +$105K ﹤0.01% 2123
2018
Q4 		$2.39M Buy
5,102
+56
+1% +$36.1K ﹤0.01% 2268
2018
Q3 		$4.35M Buy
5,046
+3,398
+206% +$2.45M ﹤0.01% 2123
2018
Q2 		$1.14M Buy
1,648
+139
+9% +$70.7K ﹤0.01% 2553
2018
Q1 		$673K Hold
1,509
– – ﹤0.01% 2649
2017
Q4 		$666K Buy
1,509
+422
+39% +$192K ﹤0.01% 2649
2017
Q3 		$536K Hold
1,087
– – ﹤0.01% 2696
2017
Q2 		$603K Sell
1,087
-13
-1% -$8.25K ﹤0.01% 2630
2017
Q1 		$729K Buy
1,100
+333
+43% +$178K ﹤0.01% 2527
2016
Q4 		$257K Hold
767
– – ﹤0.01% 2890
2016
Q3 		$231K Hold
767
– – ﹤0.01% 2879
2016
Q2 		$133K Hold
767
– – ﹤0.01% 3028
2016
Q1 		$172K Hold
767
– – ﹤0.01% 2926
2015
Q4 		$466K Hold
767
– – ﹤0.01% 2678
2015
Q3 		$395K Buy
767
+219
+40% +$147K ﹤0.01% 2721
2015
Q2 		$240K Buy
+548
New +$212K ﹤0.01% 2947
2014
Q3 		– Sell
-351
Closed -$215K – 3082
2014
Q2 		$215K Buy
+351
New +$189K ﹤0.01% 2972

Other funds holding TVRD

SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return

Charles Schwab's TVRD Position: Q1 2026 in Review

Charles Schwab reduced its Tvardi Therapeutics (TVRD) stake by 0.15% in Q1 2026, selling an estimated $71 and leaving 11,784 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Charles Schwab first reported a position in TVRD in Q2 2014 and has held it in 42 quarters since. The position peaked at $7.47M in Q1 2021. 67 funds tracked by Wall St. Rank hold TVRD as of Q1 2026.

  • Charles Schwab held 11,784 shares of Tvardi Therapeutics worth $37.5K as of Q1 2026.
  • Charles Schwab sold 18 Tvardi Therapeutics shares in Q1 2026, an estimated $71.
  • Tvardi Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3433 holding.
  • Charles Schwab first reported a position in Tvardi Therapeutics in Q2 2014 and has held it in 42 quarters since.
  • Charles Schwab's Tvardi Therapeutics position peaked at $7.47M in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.