EDGAR LOMAX CO/VA

Position in SCHW — Schwab Charles Corp

CIK 1013538 KINGSTOWNE, VA

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,935,188

-$2,080,149 QoQ

Shares Held

205,215

-8.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#367

of 2,303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

EDGAR LOMAX CO/VA holds $55,448,061 across 3 Capital Markets names. SCHW ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	115,605	$24,166,069
2	SCHW	Schwab Charles Corp This page	205,215	$18,935,188
3	GS	Goldman Sachs Group Inc	12,208	$12,346,804

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,935,188	205,215	-8.2%	Shares	Sole	2026-08-13
2026-03-31	$21,015,337	223,615	+12.1%	Shares	Sole	2026-05-12
2025-12-31	$19,928,048	199,460	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.