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OFI INVEST ASSET MANAGEMENT: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on SCHW, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 7,079 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,079 shares
    Change vs previous 13F -5,729 shares

    0.01% of the 13F portfolio, value $571,311.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,808 shares
    Change vs previous 13F -238,100 shares

    0.01% of the 13F portfolio, value $1,044,693.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 250,908 shares
    Change vs previous 13F -448,178 shares

    0.3% of the 13F portfolio, value $21,344,645.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 699,086 shares
    Change vs previous 13F +689,427 shares

    1.2% of the 13F portfolio, value $56,801,481.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,659 shares
    Change vs previous 13F -26,835 shares

    0.02% of the 13F portfolio, value $750,766.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,494 shares
    Change vs previous 13F +8,811 shares

    0.07% of the 13F portfolio, value $2,644,650.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,683 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,978,579.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).