OIA
SCHW

Oakmont Investment Advisors’s Charles Schwab SCHW Stock Holding History

Oakmont Investment Advisors’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 		$2.96M Buy
+32,113
New +$2.93M 2.06% 8
2026
Q1 		– Sell
-42,628
Closed -$4.26M – 127
2025
Q4 		$4.26M Buy
+42,628
New +$4.04M 3.12% 3

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oakmont Investment Advisors's SCHW Position: Q2 2026 in Review

Oakmont Investment Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 32,113 shares worth $2.96M. The stake represents 2.06% of the portfolio and ranks #8 among its holdings. This is a return to the name: Oakmont Investment Advisors previously reported a position in SCHW as recently as Q4 2025.

Oakmont Investment Advisors first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.26M in Q4 2025. 2,294 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Oakmont Investment Advisors held 32,113 shares of Charles Schwab worth $2.96M as of Q2 2026.
  • Charles Schwab was a new Oakmont Investment Advisors position in Q2 2026.
  • Charles Schwab made up 2.06% of Oakmont Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Oakmont Investment Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
  • Oakmont Investment Advisors's Charles Schwab position peaked at $4.26M in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.