OIM
SCHW

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
Q2 		$1.01M Sell
10,951
-38
-0.3% -$3.46K 0.68% 41
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oder Investment Management's SCHW Position: Q2 2026 in Review

Oder Investment Management reduced its Charles Schwab (SCHW) stake by 0.35% in Q2 2026, selling an estimated $3.46K and leaving 10,951 shares worth $1.01M. The position accounts for 0.68% of the portfolio, ranked #41.

Oder Investment Management first reported a position in SCHW in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.13M in Q3 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Oder Investment Management held 10,951 shares of Charles Schwab worth $1.01M as of Q2 2026.
  • Oder Investment Management sold 38 Charles Schwab shares in Q2 2026, an estimated $3.46K.
  • Charles Schwab made up 0.68% of Oder Investment Management's portfolio in Q2 2026, its #41 holding.
  • Oder Investment Management first reported a position in Charles Schwab in Q4 2020 and has held it in 15 quarters since.
  • Oder Investment Management's Charles Schwab position peaked at $1.13M in Q3 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.