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OBIOOBIO
Showing 8 of 14 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in ORCHESTRA BIOMED HLDGS INC

Yes. Charles Schwab Investment Management holds 349,544 shares of OBIO (Orchestra Biomed), worth $1.5M, as of its Q2 2026 13F filing. It increased the position by 84,045 shares (+31.7%) from Q1 2026. Charles Schwab Investment Management has held OBIO since Q1 2023, across 14 quarterly 13F filings.

Current Value

$1.5M

Current Shares

349,544

Total Value Change

+$392,861

Total Shares Change

+132,536

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
349,544
+31.7%
$1.5M0.0%$4.32
33
2026-Q1
Increased
265,499
+0.7%
$1.1M0.0%$4.36
25
2025-Q4
Increased
263,788
+46.2%
$1.1M0.0%$4.14
34
2025-Q3
Increased
180,439
+30.2%
$447,4890.0%$2.46
30
2025-Q2
Decreased
138,591
-36.1%
$371,4240.0%$2.78
0
2025-Q1
Decreased
216,985
-0.8%
$928,6960.0%$4.40
0
2024-Q4
Increased
218,655
+0.8%
$874,6200.0%$4.25
25
2024-Q3
Increased
217,008
+3.9%
$1.1M0.0%$5.02
26

Other major holders of OBIO: RTW INVESTMENTS, LP

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