Charles Schwab
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Charles Schwab’s Oscar Health OSCR Stock Holding History

Charles Schwab’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.5M Buy
2,119,863
+221,118
+12% +$4.76M 0.01% 1115
2026
Q1 		$21.8M Buy
1,898,745
+141,538
+8% +$1.99M ﹤0.01% 1702
2025
Q4 		$25.3M Buy
1,757,207
+38,039
+2% +$658K ﹤0.01% 1600
2025
Q3 		$32.5M Buy
1,719,168
+75,616
+5% +$1.25M 0.01% 1429
2025
Q2 		$35.2M Sell
1,643,552
-2,239
-0.1% -$33.3K 0.01% 1319
2025
Q1 		$21.6M Sell
1,645,791
-9,071
-0.5% -$135K ﹤0.01% 1602
2024
Q4 		$22.2M Buy
1,654,862
+54,696
+3% +$881K ﹤0.01% 1642
2024
Q3 		$33.9M Buy
1,600,166
+270,223
+20% +$4.87M 0.01% 1365
2024
Q2 		$21M Buy
1,329,943
+136,056
+11% +$2.5M ﹤0.01% 1650
2024
Q1 		$17.8M Buy
1,193,887
+33,404
+3% +$458K ﹤0.01% 1686
2023
Q4 		$10.6M Buy
1,160,483
+35,128
+3% +$242K ﹤0.01% 1950
2023
Q3 		$6.27M Buy
1,125,355
+182,206
+19% +$1.28M ﹤0.01% 2147
2023
Q2 		$7.6M Buy
943,149
+88,119
+10% +$650K ﹤0.01% 2039
2023
Q1 		$5.59M Buy
855,030
+8,621
+1% +$35.2K ﹤0.01% 2155
2022
Q4 		$2.08M Buy
846,409
+29,212
+4% +$91.3K ﹤0.01% 2564
2022
Q3 		$4.08M Buy
817,197
+390,306
+91% +$2.28M ﹤0.01% 2320
2022
Q2 		$1.81M Buy
426,891
+233,387
+121% +$1.49M ﹤0.01% 2597
2022
Q1 		$1.93M Buy
193,504
+4,801
+3% +$35.7K ﹤0.01% 2659
2021
Q4 		$1.48M Buy
188,703
+8,439
+5% +$106K ﹤0.01% 2785
2021
Q3 		$3.13M Sell
180,264
-1,210
-0.7% -$20.5K ﹤0.01% 2589
2021
Q2 		$3.9M Buy
+181,474
New +$4.34M ﹤0.01% 2469

Other funds holding OSCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's OSCR Position: Q2 2026 in Review

Charles Schwab increased its Oscar Health (OSCR) stake by 12% in Q2 2026, buying an estimated $4.76M and bringing the position to 2,119,863 shares worth $60.5M. The position accounts for 0.01% of the portfolio, ranked #1115.

Charles Schwab first reported a position in OSCR in Q2 2021 and has held it in 21 quarters since. 403 funds tracked by Wall St. Rank hold OSCR as of Q2 2026.

  • Charles Schwab held 2,119,863 shares of Oscar Health worth $60.5M as of Q2 2026.
  • Charles Schwab bought 221,118 Oscar Health shares in Q2 2026, an estimated $4.76M.
  • Oscar Health made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1115 holding.
  • Charles Schwab first reported a position in Oscar Health in Q2 2021 and has held it in 21 quarters since.
  • 403 funds tracked by Wall St. Rank held Oscar Health as of Q2 2026.

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