Charles Schwab
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Charles Schwab’s Offerpad Solutions OPAD Stock Holding History

Charles Schwab’s Portfolio OPAD Stock Details OPAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,504
Closed -$41.6K – 3546
2025
Q1 		$41.6K Sell
2,504
-880
-26% -$19.2K ﹤0.01% 3419
2024
Q4 		$96.4K Hold
3,384
– – ﹤0.01% 3402
2024
Q3 		$137K Sell
3,384
-3,778
-53% -$152K ﹤0.01% 3363
2024
Q2 		$317K Buy
7,162
+817
+13% +$50.7K ﹤0.01% 3355
2024
Q1 		$514K Buy
6,345
+1,158
+22% +$101K ﹤0.01% 3021
2023
Q4 		$532K Buy
5,187
+84
+2% +$7.62K ﹤0.01% 3060
2023
Q3 		$498K Sell
5,103
-1,517
-23% -$170K ﹤0.01% 3037
2023
Q2 		$858K Buy
6,620
+3,221
+95% +$271K ﹤0.01% 2822
2023
Q1 		$269K Sell
3,399
-510
-13% -$50.7K ﹤0.01% 3109
2022
Q4 		$270K Buy
3,909
+492
+14% +$56.8K ﹤0.01% 3139
2022
Q3 		$621K Buy
3,417
+27
+0.8% +$7.28K ﹤0.01% 2940
2022
Q2 		$1.11M Buy
3,390
+997
+42% +$669K ﹤0.01% 2750
2022
Q1 		$1.81M Buy
2,393
+59
+3% +$40.1K ﹤0.01% 2679
2021
Q4 		$2.24M Buy
+2,334
New +$2.68M ﹤0.01% 2669

Other funds holding OPAD

FAFC
First American Financial Corporation Santa Ana, California $370M AUM 43.76% 1-Year Est. Return
WGC
Watts Gwilliam & Co Gilbert, Arizona $620M AUM 32.19% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $622M AUM 14.52% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab's OPAD Position: Q2 2025 in Review

Charles Schwab sold out of Offerpad Solutions (OPAD) in Q2 2025, closing a stake of 2,504 shares — an estimated $41.6K sold.

Charles Schwab first reported a position in OPAD in Q4 2021 and held it in 14 quarters. The position peaked at $2.24M in Q4 2021. 43 funds tracked by Wall St. Rank hold OPAD as of Q2 2025.

  • Charles Schwab reported no remaining Offerpad Solutions position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 2,504 Offerpad Solutions shares in Q2 2025, an estimated $41.6K.
  • Charles Schwab first reported a position in Offerpad Solutions in Q4 2021 and held it in 14 quarters.
  • Charles Schwab's Offerpad Solutions position peaked at $2.24M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Offerpad Solutions as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.