Oder Investment Management’s Charles Schwab SCHW Stock Holding History

Oder Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Sell	10,989 -58	-0.5%	-$5.69K	0.79%	32
2025 Q4	$1.1M	Sell	11,047 -808	-7%	-$76.7K	0.8%	34
2025 Q3	$1.13M	Buy	11,855 +307	+3%	+$29.1K	0.81%	34
2025 Q2	$1.05M	Sell	11,548 -302	-3%	-$25.3K	0.8%	36
2025 Q1	$928K	Sell	11,850 -116	-1%	-$9.1K	0.79%	37
2024 Q4	$886K	Sell	11,966 -37	-0.3%	-$2.77K	0.74%	37
2024 Q3	$778K	Sell	12,003 -157	-1%	-$10.3K	0.67%	51
2024 Q2	$896K	Sell	12,160 -2,245	-16%	-$166K	0.81%	37
2024 Q1	$1.04M	Buy	14,405 +1,559	+12%	+$103K	0.97%	34
2023 Q4	$884K	Sell	12,846 -5	-0%	-$289	0.87%	35
2023 Q3	$706K	Buy	12,851 +213	+2%	+$12.9K	0.76%	37
2023 Q2	$716K	Buy	12,638 +112	+0.9%	+$5.87K	0.78%	38
2023 Q1	$656K	Buy	+12,526	New	+$917K	0.77%	44
2021 Q1	–	Sell	-2	Closed	–	–	409
2020 Q4	$0	Buy	+2	New	+$91	﹤0.01%	539

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Oder Investment Management's SCHW Position: Q1 2026 in Review

Oder Investment Management reduced its Charles Schwab (SCHW) stake by 0.53% in Q1 2026, selling an estimated $5.69K and leaving 10,989 shares worth $1.03M. The position accounts for 0.79% of the portfolio, ranked #32.

Oder Investment Management first reported a position in SCHW in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Oder Investment Management held 10,989 shares of Charles Schwab worth $1.03M as of Q1 2026.
Oder Investment Management sold 58 Charles Schwab shares in Q1 2026, an estimated $5.69K.
Charles Schwab made up 0.79% of Oder Investment Management's portfolio in Q1 2026, its #32 holding.
Oder Investment Management first reported a position in Charles Schwab in Q4 2020 and has held it in 14 quarters since.
Oder Investment Management's Charles Schwab position peaked at $1.13M in Q3 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.