Oakmont Investment Advisors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 2150170 PITTSBURGH, PA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,963,066

-$1,295,897 QoQ

Shares Held

32,113

-24.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#799

of 2,304 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Oakmont Investment Advisors, Inc. holds $4,893,361 across 4 Capital Markets names. SCHW ranks #1 (60.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	32,113	$2,963,066
2	MS	Morgan Stanley	5,149	$1,076,346
3	MRX	Marex Group Ltd	8,160	$497,352
4	GOLD	Gold.com, Inc.	8,570	$356,597

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,963,066	32,113	-24.7%	Shares	Sole	2026-08-14
2025-12-31	$4,258,963	42,628	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.