Charles Schwab
OLO

Charles Schwab’s Olo Inc OLO Stock Holding History

Charles Schwab’s Portfolio OLO Stock Details OLO Fund Activity
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

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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. 4 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.
  • 4 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.