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Hedge Funds Similar to CHARLES SCHWAB INVESTMENT

13F Portfolio OverlapQ2 2026CHARLES SCHWAB INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

CHARLES SCHWAB INVESTMENT MANAGEMENT INC is an institutional investor managing $751.3B across 3,439 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CHARLES SCHWAB INVESTMENT are Carolina Wealth Advisors, SHERMAN PORFOLIOS, PINKERTON WEALTH, with shared positions in $TXN, $AMGN, $VZ, $PEP, $MO, $LMT. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive
Some overlap · 8 shared positions
$TXN$AMGN$VZ$PEP$MO$LMT
$255M
278 positions
#2SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 7 shared positions
$TXN$AMGN$ABT$VZ$PEP$COP
$1.3B
97 positions
#3PINKERTON WEALTH, LLCActive
Some overlap · 7 shared positions
$TXN$AMGN$ABT$VZ$PEP$COP
$1.2B
103 positions
#4Crescent Sterling, Ltd.Passive
Some overlap · 7 shared positions
$TXN$AMGN$ABT$VZ$PEP$QCOM
$112M
85 positions
#5Avantax Planning Partners, Inc.Active
Some overlap · 7 shared positions
$TXN$AMGN$VZ$PEP$COP$MO
$4.0B
454 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$TXN$AMGN$ABT$PEP$COP$LMT
$1.3B
58 positions
#7Coastwise Capital Group, LLCPassive
Some overlap · 7 shared positions
$AMGN$VZ$PEP$ABT$QCOM$LMT
$172M
143 positions
#8KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 7 shared positions
$AMGN$ABT$VZ$MO$QCOM$LMT
$214M
185 positions
#9Campion Asset ManagementActive
Some overlap · 6 shared positions
$TXN$AMGN$VZ$ABT$COP$LMT
$164M
83 positions
#10NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$TXN$AMGN$ABT$VZ$QCOM$LMT
$863M
131 positions
#11Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$VZ$PEP$MO$QCOM$LMT$SNDK
$259M
118 positions
#12Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$TXN$AMGN$VZ$PEP$COP$LMT
$261M
101 positions
#13Willis Investment CounselActive
Some overlap · 6 shared positions
$TXN$ABT$VZ$PEP$COP$LMT
$2.1B
125 positions
#14Community Bank, N.A.Passive
Some overlap · 6 shared positions
$TXN$AMGN$VZ$PEP$QCOM$BMY
$926M
530 positions
#15P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$AMGN$ABT$VZ$PEP$MO$BMY
$133M
66 positions
#16Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$TXN$AMGN$VZ$MO$LMT$BMY
$683M
277 positions
#17HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$AMGN$ABT$PEP$VZ$COP$LMT
$363M
92 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$AMGN$ABT$PEP$VZ$MO$LMT
$181M
81 positions
#19Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$ABT$VZ$PEP$COP$MO$QCOM
$226M
42 positions
#20PENN DAVIS MCFARLAND INCActive
Some overlap · 7 shared positions
$TXN$AMGN$QCOM$LMT$BMY$VZ
$1.1B
79 positions
#21Visionary Wealth AdvisorsPassive
Some overlap · 6 shared positions
$AMGN$VZ$PEP$MO$QCOM$LMT
$2.5B
666 positions
#22CHRISTINE MESSMER PCActive
Some overlap · 6 shared positions
$AMGN$VZ$PEP$QCOM$LMT$BMY
$177M
86 positions
#23Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$ABT$VZ$PEP$QCOM$LMT$BMY
$455M
57 positions
#24MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$TXN$AMGN$PEP$QCOM$LMT$ABT
$1.2B
106 positions
#25Athena Investment ManagementPassive
Some overlap · 5 shared positions
$TXN$AMGN$ABT$VZ$PEP
$169M
132 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.