Charles Schwab
OFRM

Charles Schwab’s Once Upon a Farm PBC OFRM Stock Holding History

Charles Schwab’s Portfolio OFRM Stock Details OFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
100,386
+30,772
+44% +$504K ﹤0.01% 2781
2026
Q1 		$1.14M Buy
+69,614
New +$1.43M ﹤0.01% 2866

Other funds holding OFRM

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.78B AUM 114.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Charles Schwab's OFRM Position: Q2 2026 in Review

Charles Schwab increased its Once Upon a Farm PBC (OFRM) stake by 44% in Q2 2026, buying an estimated $504K and bringing the position to 100,386 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Charles Schwab first reported a position in OFRM in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold OFRM as of Q2 2026.

  • Charles Schwab held 100,386 shares of Once Upon a Farm PBC worth $2.06M as of Q2 2026.
  • Charles Schwab bought 30,772 Once Upon a Farm PBC shares in Q2 2026, an estimated $504K.
  • Once Upon a Farm PBC made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2781 holding.
  • Charles Schwab first reported a position in Once Upon a Farm PBC in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Once Upon a Farm PBC as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.