CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in AVTX — Avalo Therapeutics, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in AVTX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,540,538

+$2,391,238 QoQ

Shares Held

137,475

+1274.8% QoQ

Ownership

0.256%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#59

of 126 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,346,663,053 across 299 Biotechnology names. AVTX ranks #172 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	2,041,282	$1,013,966,007
2	REGN	Regeneron Pharmaceuticals, Inc.	846,306	$527,705,642
3	RVMD	Revolution Medicines, Inc.	1,917,025	$359,020,441
4	MRNA	Moderna, Inc.	4,838,884	$338,867,045
5	ALNY	Alnylam Pharmaceuticals, Inc.	755,377	$227,391,137
6	INCY	Incyte Corp	1,692,439	$191,854,884
7	RPRX	Royalty Pharma plc	3,083,528	$172,893,414
8	CYTK	Cytokinetics Inc	1,565,781	$133,388,883

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,540,538	137,475	+1274.8%	Shares	Sole	2026-08-14
2026-03-31	$149,300	10,000	-82.4%	Shares	Sole	2026-05-15
2022-06-30	$28,476	56,953	-57.9%	Shares	Sole	2022-08-15
2022-03-31	$98,142	135,369	-13.1%	Shares	Sole	2022-05-13
2021-12-31	$264,824	155,779	+17.4%	Shares	Sole	2022-02-11
2021-09-30	$289,316	132,714	—	Shares	Sole	2021-11-16
2021-06-30 CERC	—	150,991	+16.0%	Shares	Sole	2021-08-16
2021-03-31 CERC	—	130,197	+14.6%	Shares	Sole	2021-05-17
2020-12-31 CERC	—	113,583	0.0%	Shares	Sole	2021-02-16
2020-09-30 CERC	—	113,583	+68.4%	Shares	Sole	2020-11-13
2020-06-30 CERC	—	67,450	+22.5%	Shares	Sole	2020-08-20
2020-03-31 CERC	—	55,044	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.