PIN OAK INVESTMENT ADVISORS INC

Position in SCHW — Schwab Charles Corp

CIK 1094584 HOUSTON, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$21,129

+$78 QoQ

Shares Held

229

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,157

of 2,304 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PIN OAK INVESTMENT ADVISORS INC holds $2,862,602 across 5 Capital Markets names. SCHW ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,978	$2,000,489
2	HOOD	Robinhood Markets, Inc.	8,292	$831,521
3	SCHW	Schwab Charles Corp This page	229	$21,129
4	BMNR	Bitmine Immersion Technologies, Inc.	424	$5,643
5	CRCL	Circle Internet Group, Inc.	61	$3,820

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,129	229	+2.2%	Shares	Sole	2026-08-18
2026-03-31	$21,051	224	0.0%	Shares	Sole	2026-05-15
2025-12-31	$22,379	224	0.0%	Shares	Sole	2026-02-13
2025-09-30	$21,385	224	0.0%	Shares	Sole	2025-11-17
2025-06-30	$17	224	0.0%	Shares	Sole	2025-08-11
2025-03-31	$17,534	224	0.0%	Shares	Sole	2025-05-07
2024-12-31	$15	224	0.0%	Shares	Sole	2025-02-11
2024-09-30	$14,517	224	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.