CAPITAL ADVISORS INC/OK

Position in SCHW — Schwab Charles Corp

CIK 860828 TULSA, OK

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,833,611

-$141,043 QoQ

Shares Held

30,710

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#818

of 2,303 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $109,008,038 across 4 Capital Markets names. SCHW ranks #2 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	501,280	$104,787,571
2	SCHW	Schwab Charles Corp This page	30,710	$2,833,611
3	GS	Goldman Sachs Group Inc	787	$795,948
4	MARA	MARA Holdings, Inc.	42,542	$590,908

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,833,611	30,710	-3.0%	Shares	Sole	2026-07-23
2026-03-31	$2,974,654	31,652	+6.4%	Shares	Sole	2026-04-27
2025-12-31	$2,972,622	29,753	-0.3%	Shares	Sole	2026-01-15
2025-09-30	$2,850,447	29,857	-0.0%	Shares	Sole	2025-10-21
2025-06-30	$2,724,608	29,862	+0.0%	Shares	Sole	2025-07-22
2025-03-31	$2,337,127	29,856	+0.0%	Shares	Sole	2025-04-29
2024-12-31	$2,208,828	29,845	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$1,937,624	29,897	-0.3%	Shares	Sole	2024-10-28
2024-06-30	$2,210,773	30,001	+5.1%	Shares	Sole	2024-07-31
2024-03-31	$2,065,885	28,558	+0.7%	Shares	Sole	2024-04-29
2023-12-31	$1,951,924	28,371	-0.1%	Shares	Sole	2024-01-29
2023-09-30	$1,559,654	28,409	-0.5%	Shares	Sole	2023-10-24
2023-06-30	$1,618,043	28,547	+0.6%	Shares	Sole	2023-07-18
2023-03-31	$1,486,806	28,385	+4.0%	Shares	Sole	2023-04-19
2022-12-31	$2,272,581	27,295	-2.0%	Shares	Sole	2023-01-17
2022-09-30	$2,001,579	27,850	+115.8%	Shares	Sole	2022-10-17
2022-06-30	$815,527	12,908	-2.6%	Shares	Sole	2022-07-15
2022-03-31	$1,117,613	13,256	+1.5%	Shares	Sole	2022-05-05
2021-12-31	$1,098,598	13,063	+2.0%	Shares	Sole	2022-01-27
2021-09-30	$933,226	12,812	+0.1%	Shares	Sole	2021-10-25
2021-06-30	$932,332	12,805	-2.1%	Shares	Sole	2021-08-02
2021-03-31	$852,163	13,074	+0.6%	Shares	Sole	2021-05-25
2020-12-31	$689,042	12,991	+9.8%	Shares	Sole	2021-02-08
2020-09-30	$428,528	11,828	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.