Charles Schwab
OPFI icon

Charles Schwab’s OppFi OPFI Stock Holding History

Charles Schwab’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$868K Buy
87,450
+13,145
+18% +$114K ﹤0.01% 3042
2026
Q1 		$573K Sell
74,305
-9,018
-11% -$82.5K ﹤0.01% 3064
2025
Q4 		$872K Buy
83,323
+4,471
+6% +$45.3K ﹤0.01% 2976
2025
Q3 		$893K Buy
78,852
+10,610
+16% +$119K ﹤0.01% 2991
2025
Q2 		$955K Buy
68,242
+13,879
+26% +$156K ﹤0.01% 2911
2025
Q1 		$506K Buy
54,363
+4
+0% +$45 ﹤0.01% 3079
2024
Q4 		$416K Buy
54,359
+4,398
+9% +$27.8K ﹤0.01% 3193
2024
Q3 		$236K Hold
49,961
– – ﹤0.01% 3315
2024
Q2 		$169K Buy
49,961
+17,716
+55% +$53.9K ﹤0.01% 3452
2024
Q1 		$80.6K Hold
32,245
– – ﹤0.01% 3329
2023
Q4 		$165K Sell
32,245
-7,164
-18% -$22.8K ﹤0.01% 3300
2023
Q3 		$99.3K Buy
39,409
+9,988
+34% +$23.2K ﹤0.01% 3354
2023
Q2 		$60K Hold
29,421
– – ﹤0.01% 3397
2023
Q1 		$60.3K Sell
29,421
-7,332
-20% -$15.4K ﹤0.01% 3320
2022
Q4 		$75.3K Hold
36,753
– – ﹤0.01% 3296
2022
Q3 		$85K Hold
36,753
– – ﹤0.01% 3239
2022
Q2 		$121K Buy
+36,753
New +$118K ﹤0.01% 3272

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab's OPFI Position: Q2 2026 in Review

Charles Schwab increased its OppFi (OPFI) stake by 18% in Q2 2026, buying an estimated $114K and bringing the position to 87,450 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Charles Schwab first reported a position in OPFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $955K in Q2 2025. 145 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • Charles Schwab held 87,450 shares of OppFi worth $868K as of Q2 2026.
  • Charles Schwab bought 13,145 OppFi shares in Q2 2026, an estimated $114K.
  • OppFi made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3042 holding.
  • Charles Schwab first reported a position in OppFi in Q2 2022 and has held it in 17 quarters since.
  • Charles Schwab's OppFi position peaked at $955K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

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