Charles Schwab’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.7M | Buy |
140,575
+66,729
| +90% | +$1.14M | ﹤0.01% | 2685 |
|
|
2026
Q1 | $1.07M | Buy |
73,846
+213
| +0.3% | +$2.67K | ﹤0.01% | 2885 |
|
|
2025
Q4 | $864K | Sell |
73,633
-274
| -0.4% | -$3.13K | ﹤0.01% | 2979 |
|
|
2025
Q3 | $886K | Buy |
73,907
+463
| +0.6% | +$5.67K | ﹤0.01% | 2995 |
|
|
2025
Q2 | $947K | Buy |
73,444
+2,578
| +4% | +$32.8K | ﹤0.01% | 2915 |
|
|
2025
Q1 | $928K | Sell |
70,866
-9
| -0% | -$128 | ﹤0.01% | 2865 |
|
|
2024
Q4 | $997K | Buy |
70,875
+46
| +0.1% | +$613 | ﹤0.01% | 2907 |
|
|
2024
Q3 | $807K | Buy |
70,829
+3,138
| +5% | +$31K | ﹤0.01% | 2989 |
|
|
2024
Q2 | $672K | Buy |
67,691
+4,597
| +7% | +$36.5K | ﹤0.01% | 3072 |
|
|
2024
Q1 | $538K | Sell |
63,094
-35,822
| -36% | -$356K | ﹤0.01% | 2998 |
|
|
2023
Q4 | $1.06M | Buy |
98,916
+2,229
| +2% | +$25.3K | ﹤0.01% | 2810 |
|
|
2023
Q3 | $1.26M | Hold |
96,687
| – | – | ﹤0.01% | 2722 |
|
|
2023
Q2 | $1.45M | Buy |
96,687
+1,361
| +1% | +$17.9K | ﹤0.01% | 2651 |
|
|
2023
Q1 | $1.19M | Buy |
95,326
+1,725
| +2% | +$23.1K | ﹤0.01% | 2684 |
|
|
2022
Q4 | $1.27M | Buy |
93,601
+1,077
| +1% | +$15.9K | ﹤0.01% | 2705 |
|
|
2022
Q3 | $1.14M | Buy |
92,524
+79
| +0.1% | +$980 | ﹤0.01% | 2749 |
|
|
2022
Q2 | $1.09M | Sell |
92,445
-31,627
| -25% | -$420K | ﹤0.01% | 2761 |
|
|
2022
Q1 | $1.86M | Sell |
124,072
-9,820
| -7% | -$166K | ﹤0.01% | 2669 |
|
|
2021
Q4 | $2.74M | Sell |
133,892
-7,690
| -5% | -$157K | ﹤0.01% | 2596 |
|
|
2021
Q3 | $2.63M | Buy |
141,582
+59,862
| +73% | +$1.13M | ﹤0.01% | 2635 |
|
|
2021
Q2 | $1.54M | Hold |
81,720
| – | – | ﹤0.01% | 2797 |
|
|
2021
Q1 | $1.3M | Buy |
81,720
+28,232
| +53% | +$440K | ﹤0.01% | 2769 |
|
|
2020
Q4 | $771K | Buy |
53,488
+5,153
| +11% | +$76.1K | ﹤0.01% | 2853 |
|
|
2020
Q3 | $631K | Sell |
48,335
-2,667
| -5% | -$40.7K | ﹤0.01% | 2815 |
|
|
2020
Q2 | $841K | Buy |
51,002
+1,407
| +3% | +$17.6K | ﹤0.01% | 2676 |
|
|
2020
Q1 | $592K | Buy |
49,595
+1,914
| +4% | +$24.2K | ﹤0.01% | 2658 |
|
|
2019
Q4 | $631K | Buy |
47,681
+1,925
| +4% | +$23.4K | ﹤0.01% | 2735 |
|
|
2019
Q3 | $476K | Hold |
45,756
| – | – | ﹤0.01% | 2822 |
|
|
2019
Q2 | $480K | Buy |
45,756
+2,976
| +7% | +$37.8K | ﹤0.01% | 2831 |
|
|
2019
Q1 | $567K | Hold |
42,780
| – | – | ﹤0.01% | 2719 |
|
|
2018
Q4 | $594K | Buy |
42,780
+3,143
| +8% | +$45.7K | ﹤0.01% | 2708 |
|
|
2018
Q3 | $658K | Sell |
39,637
-2,620
| -6% | -$42K | ﹤0.01% | 2749 |
|
|
2018
Q2 | $598K | Buy |
42,257
+5,157
| +14% | +$60.5K | ﹤0.01% | 2751 |
|
|
2018
Q1 | $405K | Buy |
37,100
+8,400
| +29% | +$93.1K | ﹤0.01% | 2786 |
|
|
2017
Q4 | $343K | Hold |
28,700
| – | – | ﹤0.01% | 2832 |
|
|
2017
Q3 | $303K | Hold |
28,700
| – | – | ﹤0.01% | 2868 |
|
|
2017
Q2 | $230K | Buy |
+28,700
| New | +$293K | ﹤0.01% | 2980 |
|
Other funds holding OOMA
Charles Schwab's OOMA Position: Q2 2026 in Review
Charles Schwab increased its Ooma (OOMA) stake by 90% in Q2 2026, buying an estimated $1.14M and bringing the position to 140,575 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2685.
Charles Schwab first reported a position in OOMA in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.74M in Q4 2021. 168 funds tracked by Wall St. Rank hold OOMA as of Q2 2026.
- Charles Schwab held 140,575 shares of Ooma worth $2.7M as of Q2 2026.
- Charles Schwab bought 66,729 Ooma shares in Q2 2026, an estimated $1.14M.
- Ooma made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2685 holding.
- Charles Schwab first reported a position in Ooma in Q2 2017 and has held it in 37 quarters since.
- Charles Schwab's Ooma position peaked at $2.74M in Q4 2021.
- 168 funds tracked by Wall St. Rank held Ooma as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.