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CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in OBIO — Orchestra BioMed Holdings, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in OBIO

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,128,370
+$33,650 QoQ
Shares Held
265,499
+0.6% QoQ
Ownership
0.443%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in OBIO Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $6,182,986,350 across 288 Biotechnology names. OBIO ranks #195 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in OBIO

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,128,370 265,499
2025-12-31 $1,094,720 263,788
2025-09-30 $447,488 180,439
2025-06-30 $371,423 138,591
2025-03-31 $928,695 216,985
2024-12-31 $874,620 218,655
2024-09-30 $1,115,421 217,008
2024-06-30 $1,702,543 208,901
2024-03-31 $947,071 179,710
2023-12-31 $1,602,725 175,545
2023-09-30 $1,340,822 153,764
2023-06-30 $585,529 83,647
2023-03-31 $1,303,264 66,595