Charles Schwab
OS

Charles Schwab’s OneStream Inc OS Stock Holding History

Charles Schwab’s Portfolio OS Stock Details OS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-499,512
Closed -$12M – 3574
2026
Q1 		$12M Buy
499,512
+27,948
+6% +$655K ﹤0.01% 2018
2025
Q4 		$8.67M Buy
471,564
+10,935
+2% +$208K ﹤0.01% 2207
2025
Q3 		$8.49M Buy
460,629
+25,341
+6% +$556K ﹤0.01% 2186
2025
Q2 		$12.3M Buy
435,288
+142,072
+48% +$3.54M ﹤0.01% 1907
2025
Q1 		$6.26M Buy
293,216
+38,078
+15% +$977K ﹤0.01% 2176
2024
Q4 		$7.28M Buy
255,138
+89,431
+54% +$2.74M ﹤0.01% 2155
2024
Q3 		$5.62M Buy
+165,707
New +$4.88M ﹤0.01% 2309

Charles Schwab's OS Position: Q2 2026 in Review

Charles Schwab sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 499,512 shares — an estimated $12M sold.

Charles Schwab first reported a position in OS in Q3 2024 and held it in 7 quarters. The position peaked at $12.3M in Q2 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • Charles Schwab reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 499,512 OneStream Inc shares in Q2 2026, an estimated $12M.
  • Charles Schwab first reported a position in OneStream Inc in Q3 2024 and held it in 7 quarters.
  • Charles Schwab's OneStream Inc position peaked at $12.3M in Q2 2025.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

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