Charles Schwab
OCFT

Charles Schwab’s OneConnect Financial Technology OCFT Stock Holding History

Charles Schwab’s Portfolio OCFT Stock Details OCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,752
Closed -$414K – 3610
2021
Q4 		$414K Buy
16,752
+445
+3% +$13.2K ﹤0.01% 3207
2021
Q3 		$669K Buy
16,307
+344
+2% +$21.8K ﹤0.01% 3040
2021
Q2 		$1.92M Buy
15,963
+9,076
+132% +$1.3M ﹤0.01% 2729
2021
Q1 		$1.02M Buy
6,887
+240
+4% +$45.8K ﹤0.01% 2854
2020
Q4 		$1.31M Buy
6,647
+209
+3% +$44K ﹤0.01% 2699
2020
Q3 		$1.37M Buy
6,438
+2,904
+82% +$630K ﹤0.01% 2607
2020
Q2 		$646K Buy
+3,534
New +$474K ﹤0.01% 2749

Other funds holding OCFT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SA
SRN Advisors Huntingdon Valley, Pennsylvania $110M AUM 32.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM