Charles Schwab’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.8M | Sell |
519,756
-4,365
| -0.8% | -$386K | 0.01% | 1304 |
|
|
2026
Q1 | $46M | Sell |
524,121
-8,570
| -2% | -$741K | 0.01% | 1221 |
|
|
2025
Q4 | $43M | Sell |
532,691
-8,766
| -2% | -$710K | 0.01% | 1252 |
|
|
2025
Q3 | $44.4M | Buy |
541,457
+7,129
| +1% | +$578K | 0.01% | 1233 |
|
|
2025
Q2 | $41.2M | Sell |
534,328
-17,010
| -3% | -$1.33M | 0.01% | 1222 |
|
|
2025
Q1 | $44.3M | Buy |
551,338
+14,793
| +3% | +$1.17M | 0.01% | 1155 |
|
|
2024
Q4 | $39.6M | Buy |
536,545
+27,415
| +5% | +$2.15M | 0.01% | 1294 |
|
|
2024
Q3 | $39.8M | Buy |
509,130
+3,425
| +0.7% | +$296K | 0.01% | 1279 |
|
|
2024
Q2 | $44.3M | Buy |
505,705
+20,007
| +4% | +$1.75M | 0.01% | 1163 |
|
|
2024
Q1 | $42M | Sell |
485,698
-12,991
| -3% | -$1.13M | 0.01% | 1150 |
|
|
2023
Q4 | $42.4M | Sell |
498,689
-10,160
| -2% | -$784K | 0.01% | 1108 |
|
|
2023
Q3 | $38.6M | Buy |
508,849
+11,061
| +2% | +$908K | 0.01% | 1073 |
|
|
2023
Q2 | $39.3M | Buy |
497,788
+1,179
| +0.2% | +$88.5K | 0.01% | 1025 |
|
|
2023
Q1 | $35.9M | Buy |
496,609
+3,513
| +0.7% | +$233K | 0.01% | 1062 |
|
|
2022
Q4 | $28.9M | Buy |
493,096
+13,934
| +3% | +$835K | 0.01% | 1166 |
|
|
2022
Q3 | $29.5M | Sell |
479,162
-15,803
| -3% | -$1.14M | 0.01% | 1115 |
|
|
2022
Q2 | $33.2M | Buy |
494,965
+34,923
| +8% | +$2.22M | 0.01% | 1029 |
|
|
2022
Q1 | $28.8M | Buy |
460,042
+47,064
| +11% | +$2.95M | 0.01% | 1257 |
|
|
2021
Q4 | $29.5M | Buy |
412,978
+1,958
| +0.5% | +$126K | 0.01% | 1279 |
|
|
2021
Q3 | $23M | Buy |
411,020
+9,852
| +2% | +$522K | 0.01% | 1465 |
|
|
2021
Q2 | $19.6M | Buy |
401,168
+19,353
| +5% | +$926K | 0.01% | 1606 |
|
|
2021
Q1 | $17.6M | Buy |
381,815
+17,378
| +5% | +$743K | 0.01% | 1623 |
|
|
2020
Q4 | $15.5M | Buy |
364,437
+7,449
| +2% | +$304K | 0.01% | 1576 |
|
|
2020
Q3 | $12.9M | Sell |
356,988
-2,137
| -0.6% | -$82.2K | 0.01% | 1508 |
|
|
2020
Q2 | $13.9M | Sell |
359,125
-108,257
| -23% | -$4.56M | 0.01% | 1419 |
|
|
2020
Q1 | $20.8M | Buy |
467,382
+124,371
| +36% | +$6.2M | 0.01% | 988 |
|
|
2019
Q4 | $17.6M | Buy |
343,011
+10,287
| +3% | +$534K | 0.01% | 1300 |
|
|
2019
Q3 | $17.9M | Buy |
332,724
+8,946
| +3% | +$468K | 0.01% | 1221 |
|
|
2019
Q2 | $17.1M | Sell |
323,778
-4,419
| -1% | -$225K | 0.01% | 1247 |
|
|
2019
Q1 | $16.4M | Buy |
328,197
+12,850
| +4% | +$631K | 0.01% | 1234 |
|
|
2018
Q4 | $15.7M | Sell |
315,347
-4,522
| -1% | -$216K | 0.01% | 1147 |
|
|
2018
Q3 | $15.3M | Buy |
319,869
+13,085
| +4% | +$633K | 0.01% | 1345 |
|
|
2018
Q2 | $14.6M | Buy |
306,784
+10,867
| +4% | +$490K | 0.01% | 1326 |
|
|
2018
Q1 | $12.8M | Buy |
295,917
+16,916
| +6% | +$708K | 0.01% | 1318 |
|
|
2017
Q4 | $12.4M | Buy |
279,001
+13,101
| +5% | +$600K | 0.01% | 1331 |
|
|
2017
Q3 | $11.5M | Buy |
265,900
+8,438
| +3% | +$349K | 0.01% | 1318 |
|
|
2017
Q2 | $10.2M | Buy |
257,462
+16,561
| +7% | +$651K | 0.01% | 1336 |
|
|
2017
Q1 | $9.13M | Buy |
240,901
+18,037
| +8% | +$683K | 0.01% | 1377 |
|
|
2016
Q4 | $9.09M | Buy |
222,864
+1,783
| +0.8% | +$66.3K | 0.01% | 1329 |
|
|
2016
Q3 | $7.65M | Buy |
221,081
+10,999
| +5% | +$380K | 0.01% | 1362 |
|
|
2016
Q2 | $7.04M | Buy |
210,082
+4,913
| +2% | +$148K | 0.01% | 1320 |
|
|
2016
Q1 | $6.08M | Buy |
205,169
+6,259
| +3% | +$172K | 0.01% | 1395 |
|
|
2015
Q4 | $5.3M | Buy |
198,910
+12,966
| +7% | +$348K | 0.01% | 1476 |
|
|
2015
Q3 | $4.85M | Buy |
185,944
+11,788
| +7% | +$311K | 0.01% | 1495 |
|
|
2015
Q2 | $4.63M | Buy |
174,156
+9,077
| +5% | +$261K | 0.01% | 1588 |
|
|
2015
Q1 | $5.31M | Buy |
165,079
+22,441
| +16% | +$715K | 0.01% | 1475 |
|
|
2014
Q4 | $4.42M | Buy |
142,638
+4,635
| +3% | +$137K | 0.01% | 1538 |
|
|
2014
Q3 | $3.68M | Buy |
138,003
+2,495
| +2% | +$70.6K | 0.01% | 1607 |
|
|
2014
Q2 | $4.11M | Buy |
135,508
+4,442
| +3% | +$129K | 0.01% | 1559 |
|
|
2014
Q1 | $4.04M | Buy |
131,066
+13,421
| +11% | +$396K | 0.01% | 1508 |
|
|
2013
Q4 | $3.44M | Buy |
117,645
+2,882
| +3% | +$83.9K | 0.01% | 1555 |
|
|
2013
Q3 | $3.18M | Buy |
114,763
+7,137
| +7% | +$205K | 0.01% | 1540 |
|
|
2013
Q2 | $3.05M | Buy |
+107,626
| New | +$3.17M | 0.01% | 1448 |
|
Other funds holding OTTR
Charles Schwab's OTTR Position: Q2 2026 in Review
Charles Schwab reduced its Otter Tail (OTTR) stake by 0.83% in Q2 2026, selling an estimated $386K and leaving 519,756 shares worth $46.8M. The position accounts for 0.01% of the portfolio, ranked #1304.
Charles Schwab first reported a position in OTTR in Q2 2013 and has held it in 53 quarters since. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- Charles Schwab held 519,756 shares of Otter Tail worth $46.8M as of Q2 2026.
- Charles Schwab sold 4,365 Otter Tail shares in Q2 2026, an estimated $386K.
- Otter Tail made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1304 holding.
- Charles Schwab first reported a position in Otter Tail in Q2 2013 and has held it in 53 quarters since.
- 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.