Oakmont Advisory Group’s Charles Schwab SCHW Stock Holding History

Oakmont Advisory Group’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	$1.94K	Buy	+21	New	+$1.92K	﹤0.01%	423

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 $3.37T AUM 44.26% 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

Oakmont Advisory Group's SCHW Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Charles Schwab (SCHW) in Q2 2026: 21 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

2,295 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Oakmont Advisory Group held 21 shares of Charles Schwab worth $1.94K as of Q2 2026.
Charles Schwab was a new Oakmont Advisory Group position in Q2 2026.
Charles Schwab made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #423 holding.
2,295 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.