Ota Financial Group L.P. / SCHW
Ota Financial Group L.P.’s Schwab Charles Corp Position
Does Ota Financial Group L.P. own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 34.0K shares worth $2M in Q1 2023; the fund’s latest 13F (Q2 2023) no longer reports it.
Position Value
$2M
Q1 2023
Shares
34.0K
% of Portfolio
+1.57%
Quarters Held
2
position exited
Position History SCHW
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of SCHW.