SEC 13F Intelligence

Sam Advisors, LLC / SCHW

Sam Advisors, LLC’s Schwab Charles Corp Position

Does Sam Advisors, LLC own Schwab Charles Corp (SCHW)? Yes — 44.7K shares worth $4M (+1.32% of its 13F portfolio) as of Q1 2026, up from 44.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
44.7K
% of Portfolio
+1.32%
Quarters Held
7
currently held

Position History SCHW

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.7K$4M+1.32%
Q4 202544.6K$4M+1.41%
Q3 202546.3K$4M+1.43%
Q2 202547.1K$4M+1.49%
Q1 202547.1K$4M+1.38%
Q4 202448.4K$4M+1.30%
Q3 202448.2K$3M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sam Advisors, LLC’s full portfolio or all institutional holders of SCHW.