Charles Schwab’s Xoma XOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $852K | Sell |
27,151
-2,224
| -8% | -$59.6K | ﹤0.01% | 2944 |
|
|
2025
Q4 | $781K | Hold |
29,375
| – | – | ﹤0.01% | 3007 |
|
|
2025
Q3 | $1.13M | Buy |
29,375
+3,000
| +11% | +$93.2K | ﹤0.01% | 2908 |
|
|
2025
Q2 | $665K | Buy |
26,375
+3,217
| +14% | +$77.1K | ﹤0.01% | 3034 |
|
|
2025
Q1 | $462K | Buy |
23,158
+45
| +0.2% | +$1.08K | ﹤0.01% | 3107 |
|
|
2024
Q4 | $607K | Buy |
23,113
+1,276
| +6% | +$37.3K | ﹤0.01% | 3081 |
|
|
2024
Q3 | $578K | Hold |
21,837
| – | – | ﹤0.01% | 3113 |
|
|
2024
Q2 | $517K | Buy |
21,837
+2,277
| +12% | +$56.9K | ﹤0.01% | 3182 |
|
|
2024
Q1 | $470K | Hold |
19,560
| – | – | ﹤0.01% | 3052 |
|
|
2023
Q4 | $362K | Hold |
19,560
| – | – | ﹤0.01% | 3180 |
|
|
2023
Q3 | $276K | Hold |
19,560
| – | – | ﹤0.01% | 3234 |
|
|
2023
Q2 | $369K | Buy |
+19,560
| New | +$367K | ﹤0.01% | 3176 |
|
|
2022
Q2 | – | Sell |
-17,693
| Closed | -$496K | – | 3655 |
|
|
2022
Q1 | $496K | Buy |
17,693
+403
| +2% | +$9.2K | ﹤0.01% | 3107 |
|
|
2021
Q4 | $361K | Hold |
17,290
| – | – | ﹤0.01% | 3250 |
|
|
2021
Q3 | $428K | Hold |
17,290
| – | – | ﹤0.01% | 3189 |
|
|
2021
Q2 | $588K | Hold |
17,290
| – | – | ﹤0.01% | 3112 |
|
|
2021
Q1 | $706K | Hold |
17,290
| – | – | ﹤0.01% | 2962 |
|
|
2020
Q4 | $764K | Buy |
17,290
+1,985
| +13% | +$59.8K | ﹤0.01% | 2858 |
|
|
2020
Q3 | $289K | Sell |
15,305
-1,043
| -6% | -$19.6K | ﹤0.01% | 3039 |
|
|
2020
Q2 | $324K | Buy |
+16,348
| New | +$359K | ﹤0.01% | 3007 |
|
|
2019
Q2 | – | Sell |
-16,379
| Closed | -$203K | – | 3269 |
|
|
2019
Q1 | $203K | Buy |
16,379
+3,029
| +23% | +$41.4K | ﹤0.01% | 3019 |
|
|
2018
Q4 | $169K | Sell |
13,350
-25,896
| -66% | -$370K | ﹤0.01% | 3040 |
|
|
2018
Q3 | $690K | Buy |
39,246
+9,049
| +30% | +$181K | ﹤0.01% | 2731 |
|
|
2018
Q2 | $631K | Buy |
+30,197
| New | +$687K | ﹤0.01% | 2725 |
|
|
2016
Q2 | – | Sell |
-7,520
| Closed | -$117K | – | 3141 |
|
|
2016
Q1 | $117K | Hold |
7,520
| – | – | ﹤0.01% | 2973 |
|
|
2015
Q4 | $201K | Hold |
7,520
| – | – | ﹤0.01% | 2961 |
|
|
2015
Q3 | $114K | Sell |
7,520
-4,679
| -38% | -$148K | ﹤0.01% | 3022 |
|
|
2015
Q2 | $947K | Buy |
12,199
+2,214
| +22% | +$159K | ﹤0.01% | 2439 |
|
|
2015
Q1 | $727K | Buy |
9,985
+522
| +6% | +$38.3K | ﹤0.01% | 2500 |
|
|
2014
Q4 | $680K | Buy |
9,463
+1,243
| +15% | +$107K | ﹤0.01% | 2514 |
|
|
2014
Q3 | $693K | Buy |
8,220
+158
| +2% | +$13.5K | ﹤0.01% | 2472 |
|
|
2014
Q2 | $741K | Sell |
8,062
-3,036
| -27% | -$263K | ﹤0.01% | 2465 |
|
|
2014
Q1 | $1.16M | Buy |
11,098
+3,172
| +40% | +$461K | ﹤0.01% | 2217 |
|
|
2013
Q4 | $1.07M | Buy |
7,926
+223
| +3% | +$22.5K | ﹤0.01% | 2238 |
|
|
2013
Q3 | $795K | Sell |
7,703
-747
| -9% | -$67.9K | ﹤0.01% | 2331 |
|
|
2013
Q2 | $621K | Buy |
+8,450
| New | +$629K | ﹤0.01% | 2414 |
|
Other funds holding XOMA
BI
WP
VCM
OM
GKIM
Charles Schwab's XOMA Position: Q1 2026 in Review
Charles Schwab reduced its Xoma (XOMA) stake by 7.6% in Q1 2026, selling an estimated $59.6K and leaving 27,151 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.
Charles Schwab first reported a position in XOMA in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.16M in Q1 2014. 85 funds tracked by Wall St. Rank hold XOMA as of Q1 2026.
- Charles Schwab held 27,151 shares of Xoma worth $852K as of Q1 2026.
- Charles Schwab sold 2,224 Xoma shares in Q1 2026, an estimated $59.6K.
- Xoma made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2944 holding.
- Charles Schwab first reported a position in Xoma in Q2 2013 and has held it in 36 quarters since.
- Charles Schwab's Xoma position peaked at $1.16M in Q1 2014.
- 85 funds tracked by Wall St. Rank held Xoma as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.