CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in OBIO — Orchestra BioMed Holdings, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in OBIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,508,282
+$379,912 QoQ
Shares Held
349,544
+31.7% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 77 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBIO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,345,286,205 across 298 Biotechnology names. OBIO ranks #204 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in OBIO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,282 | 349,544 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,128,370 | 265,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,094,720 | 263,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $447,488 | 180,439 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $371,423 | 138,591 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $928,695 | 216,985 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $874,620 | 218,655 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,115,421 | 217,008 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,702,543 | 208,901 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $947,071 | 179,710 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,602,725 | 175,545 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,340,822 | 153,764 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $585,529 | 83,647 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,303,264 | 66,595 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||