Oversea-Chinese Banking Corp (OCBC)’s Charles Schwab SCHW Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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	$457K	Buy	+4,949	New	+$451K	0.01%	321
2026 Q1	–	Sell	-4,800	Closed	-$480K	–	372
2025 Q4	$480K	Buy	4,800 +1,400	+41%	+$133K	0.01%	258
2025 Q3	$325K	Buy	+3,400	New	+$323K	0.01%	293
2025 Q2	–	Sell	-4,228	Closed	-$331K	–	399
2025 Q1	$331K	Buy	+4,228	New	+$332K	0.01%	332
2024 Q1	–	Sell	-9,588	Closed	-$667K	–	396
2023 Q4	$667K	Buy	9,588 +1,500	+19%	+$86.6K	0.02%	216
2023 Q3	$441K	Buy	8,088 +500	+7%	+$30.2K	0.02%	282
2023 Q2	$434K	Buy	+7,588	New	+$397K	0.02%	236

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oversea-Chinese Banking Corp (OCBC)'s SCHW Position: Q2 2026 in Review

Oversea-Chinese Banking Corp (OCBC) opened a new position in Charles Schwab (SCHW) in Q2 2026: 4,949 shares worth $457K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Oversea-Chinese Banking Corp (OCBC) previously reported a position in SCHW as recently as Q4 2025.

Oversea-Chinese Banking Corp (OCBC) first reported a position in SCHW in Q2 2023 and has held it in 7 quarters since. The position peaked at $667K in Q4 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Oversea-Chinese Banking Corp (OCBC) held 4,949 shares of Charles Schwab worth $457K as of Q2 2026.
Charles Schwab was a new Oversea-Chinese Banking Corp (OCBC) position in Q2 2026.
Charles Schwab made up 0.01% of Oversea-Chinese Banking Corp (OCBC)'s portfolio in Q2 2026, its #321 holding.
Oversea-Chinese Banking Corp (OCBC) first reported a position in Charles Schwab in Q2 2023 and has held it in 7 quarters since.
Oversea-Chinese Banking Corp (OCBC)'s Charles Schwab position peaked at $667K in Q4 2023.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.