Charles Schwab
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Charles Schwab’s Owlet OWLT Stock Holding History

Charles Schwab’s Portfolio OWLT Stock Details OWLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,935
Closed -$76.8K – 3524
2026
Q1 		$76.8K Hold
14,935
– – ﹤0.01% 3404
2025
Q4 		$242K Buy
+14,935
New +$169K ﹤0.01% 3318
2023
Q2 		– Sell
-11,583
Closed -$52.6K – 3664
2023
Q1 		$52.6K Buy
11,583
+8,998
+348% +$53.3K ﹤0.01% 3339
2022
Q4 		$20.2K Sell
2,585
-2,066
-44% -$25.7K ﹤0.01% 3500
2022
Q3 		$70K Hold
4,651
– – ﹤0.01% 3261
2022
Q2 		$111K Buy
4,651
+2,585
+125% +$128K ﹤0.01% 3281
2022
Q1 		$129K Hold
2,066
– – ﹤0.01% 3377
2021
Q4 		$78K Hold
2,066
– – ﹤0.01% 3470
2021
Q3 		$162K Buy
+2,066
New +$231K ﹤0.01% 3346

Other funds holding OWLT

EV
Eclipse Ventures Palo Alto, California $2.57B AUM
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Charles Schwab's OWLT Position: Q2 2026 in Review

Charles Schwab sold out of Owlet (OWLT) in Q2 2026, closing a stake of 14,935 shares — an estimated $76.8K sold.

Charles Schwab first reported a position in OWLT in Q3 2021 and held it in 9 quarters. The position peaked at $242K in Q4 2025. 59 funds tracked by Wall St. Rank hold OWLT as of Q2 2026.

  • Charles Schwab reported no remaining Owlet position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 14,935 Owlet shares in Q2 2026, an estimated $76.8K.
  • Charles Schwab first reported a position in Owlet in Q3 2021 and held it in 9 quarters.
  • Charles Schwab's Owlet position peaked at $242K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Owlet as of Q2 2026.

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