Charles Schwab
XFOR icon

Charles Schwab’s X4 Pharmaceuticals XFOR Stock Holding History

Charles Schwab’s Portfolio XFOR Stock Details XFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Buy
263,264
+196,515
+294% +$806K ﹤0.01% 2943
2026
Q1 		$276K Sell
66,749
-39
-0.1% -$146 ﹤0.01% 3258
2025
Q4 		$267K Buy
+66,788
New +$243K ﹤0.01% 3297
2025
Q2 		– Sell
-16,051
Closed -$114K – 3590
2025
Q1 		$114K Buy
16,051
+1,444
+10% +$19.9K ﹤0.01% 3324
2024
Q4 		$321K Hold
14,607
– – ﹤0.01% 3259
2024
Q3 		$293K Hold
14,607
– – ﹤0.01% 3289
2024
Q2 		$254K Buy
14,607
+3,812
+35% +$125K ﹤0.01% 3404
2024
Q1 		$450K Hold
10,795
– – ﹤0.01% 3067
2023
Q4 		$272K Hold
10,795
– – ﹤0.01% 3233
2023
Q3 		$353K Hold
10,795
– – ﹤0.01% 3178
2023
Q2 		$628K Buy
10,795
+9,382
+664% +$482K ﹤0.01% 2948
2023
Q1 		$36.9K Hold
1,413
– – ﹤0.01% 3404
2022
Q4 		$42.1K Hold
1,413
– – ﹤0.01% 3394
2022
Q3 		$73K Buy
+1,413
New +$48.8K ﹤0.01% 3254
2021
Q2 		– Sell
-1,389
Closed -$359K – 3547
2021
Q1 		$359K Hold
1,389
– – ﹤0.01% 3189
2020
Q4 		$268K Buy
1,389
+113
+9% +$22.2K ﹤0.01% 3202
2020
Q3 		$260K Sell
1,276
-98
-7% -$23.5K ﹤0.01% 3089
2020
Q2 		$385K Buy
1,374
+63
+5% +$17.2K ﹤0.01% 2939
2020
Q1 		$394K Buy
1,311
+263
+25% +$74.6K ﹤0.01% 2793
2019
Q4 		$337K Hold
1,048
– – ﹤0.01% 2949
2019
Q3 		$400K Buy
1,048
+345
+49% +$137K ﹤0.01% 2885
2019
Q2 		$317K Buy
+703
New +$357K ﹤0.01% 2989
2018
Q2 		– Sell
-48
Closed -$200K – 3149
2018
Q1 		$200K Buy
+48
New +$140K ﹤0.01% 2992

Other funds holding XFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
EAM
Empery Asset Management New York $86.5M AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $174M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab's XFOR Position: Q2 2026 in Review

Charles Schwab increased its X4 Pharmaceuticals (XFOR) stake by 294% in Q2 2026, buying an estimated $806K and bringing the position to 263,264 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Charles Schwab first reported a position in XFOR in Q1 2018 and has held it in 23 quarters since. 89 funds tracked by Wall St. Rank hold XFOR as of Q2 2026.

  • Charles Schwab held 263,264 shares of X4 Pharmaceuticals worth $1.23M as of Q2 2026.
  • Charles Schwab bought 196,515 X4 Pharmaceuticals shares in Q2 2026, an estimated $806K.
  • X4 Pharmaceuticals made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2943 holding.
  • Charles Schwab first reported a position in X4 Pharmaceuticals in Q1 2018 and has held it in 23 quarters since.
  • 89 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q2 2026.

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