Charles Schwab’s Oklo OKLO Stock Holding History

Charles Schwab’s Portfolio OKLO Stock Details OKLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.6M	Sell	1,138,236 -47,495	-4%	-$2.96M	0.01%	1127
2026 Q1	$58.8M	Buy	1,185,731 +25,453	+2%	+$1.83M	0.01%	1046
2025 Q4	$83.3M	Buy	1,160,278 +90,213	+8%	+$10.1M	0.01%	818
2025 Q3	$119M	Buy	1,070,065 +297,880	+39%	+$23.3M	0.02%	616
2025 Q2	$43.2M	Buy	772,185 +361,753	+88%	+$14M	0.01%	1191
2025 Q1	$8.88M	Sell	410,432 -11,999	-3%	-$405K	﹤0.01%	2008
2024 Q4	$8.97M	Sell	422,431 -22	-0%	-$426	﹤0.01%	2067
2024 Q3	$3.42M	Buy	422,453 +21,133	+5%	+$159K	﹤0.01%	2544
2024 Q2	$3.4M	Buy	+401,320	New	+$4.52M	﹤0.01%	2523

Other funds holding OKLO

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab's OKLO Position: Q2 2026 in Review

Charles Schwab reduced its Oklo (OKLO) stake by 4% in Q2 2026, selling an estimated $2.96M and leaving 1,138,236 shares worth $59.6M. The position accounts for 0.01% of the portfolio, ranked #1127.

Charles Schwab first reported a position in OKLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $119M in Q3 2025. 668 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

Charles Schwab held 1,138,236 shares of Oklo worth $59.6M as of Q2 2026.
Charles Schwab sold 47,495 Oklo shares in Q2 2026, an estimated $2.96M.
Oklo made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1127 holding.
Charles Schwab first reported a position in Oklo in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's Oklo position peaked at $119M in Q3 2025.
668 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

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