Charles Schwab’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-961,700
| Closed | -$8.56M | – | 3513 |
|
|
2025
Q2 | $8.56M | Buy |
961,700
+60,323
| +7% | +$468K | ﹤0.01% | 2096 |
|
|
2025
Q1 | $5.44M | Sell |
901,377
-135,031
| -13% | -$943K | ﹤0.01% | 2234 |
|
|
2024
Q4 | $7.96M | Buy |
1,036,408
+18,474
| +2% | +$115K | ﹤0.01% | 2117 |
|
|
2024
Q3 | $5.05M | Buy |
1,017,934
+127,569
| +14% | +$631K | ﹤0.01% | 2376 |
|
|
2024
Q2 | $3.94M | Buy |
890,365
+33,038
| +4% | +$156K | ﹤0.01% | 2446 |
|
|
2024
Q1 | $4.71M | Buy |
857,327
+12,856
| +2% | +$70.2K | ﹤0.01% | 2308 |
|
|
2023
Q4 | $4.83M | Buy |
844,471
+23,067
| +3% | +$127K | ﹤0.01% | 2325 |
|
|
2023
Q3 | $4.98M | Buy |
821,404
+538,231
| +190% | +$3.52M | ﹤0.01% | 2267 |
|
|
2023
Q2 | $1.83M | Buy |
283,173
+33,245
| +13% | +$239K | ﹤0.01% | 2578 |
|
|
2023
Q1 | $2.04M | Buy |
249,928
+3,955
| +2% | +$30.4K | ﹤0.01% | 2522 |
|
|
2022
Q4 | $1.54M | Buy |
245,973
+2,737
| +1% | +$20.7K | ﹤0.01% | 2640 |
|
|
2022
Q3 | $1.92M | Buy |
243,236
+6,141
| +3% | +$58.7K | ﹤0.01% | 2593 |
|
|
2022
Q2 | $2.34M | Buy |
237,095
+215,124
| +979% | +$2.34M | ﹤0.01% | 2523 |
|
|
2022
Q1 | $292K | Hold |
21,971
| – | – | ﹤0.01% | 3219 |
|
|
2021
Q4 | $458K | Buy |
21,971
+11,302
| +106% | +$294K | ﹤0.01% | 3176 |
|
|
2021
Q3 | $321K | Buy |
10,669
+2,797
| +36% | +$99.9K | ﹤0.01% | 3252 |
|
|
2021
Q2 | $295K | Buy |
+7,872
| New | +$250K | ﹤0.01% | 3244 |
|
Other funds holding OLO
Charles Schwab's OLO Position: Q3 2025 in Review
Charles Schwab sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 961,700 shares — an estimated $8.56M sold.
Charles Schwab first reported a position in OLO in Q2 2021 and held it in 17 quarters. The position peaked at $8.56M in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.
- Charles Schwab reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
- Charles Schwab sold 961,700 Olo Inc shares in Q3 2025, an estimated $8.56M.
- Charles Schwab first reported a position in Olo Inc in Q2 2021 and held it in 17 quarters.
- Charles Schwab's Olo Inc position peaked at $8.56M in Q2 2025.
- 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.
Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.