Charles Schwab
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Charles Schwab’s Energy Services of America ESOA Stock Holding History

Charles Schwab’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$824K Buy
42,611
+7,941
+23% +$129K ﹤0.01% 3066
2026
Q1 		$455K Sell
34,670
-3,283
-9% -$38.6K ﹤0.01% 3132
2025
Q4 		$310K Hold
37,953
– – ﹤0.01% 3272
2025
Q3 		$393K Hold
37,953
– – ﹤0.01% 3234
2025
Q2 		$377K Buy
+37,953
New +$363K ﹤0.01% 3237

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's ESOA Position: Q2 2026 in Review

Charles Schwab increased its Energy Services of America (ESOA) stake by 23% in Q2 2026, buying an estimated $129K and bringing the position to 42,611 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Charles Schwab first reported a position in ESOA in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Charles Schwab held 42,611 shares of Energy Services of America worth $824K as of Q2 2026.
  • Charles Schwab bought 7,941 Energy Services of America shares in Q2 2026, an estimated $129K.
  • Energy Services of America made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3066 holding.
  • Charles Schwab first reported a position in Energy Services of America in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.