Charles Schwab’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy	435,288 +142,072	+48%	+$4.02M	﹤0.01%	1907
2025 Q1	$6.26M	Buy	293,216 +38,078	+15%	+$813K	﹤0.01%	2176
2024 Q4	$7.28M	Buy	255,138 +89,431	+54%	+$2.55M	﹤0.01%	2155
2024 Q3	$5.62M	Buy	+165,707	New	+$5.62M	﹤0.01%	2309