SEC 13F Intelligence

Gillson Capital LP / SCHW

Gillson Capital LP’s Schwab Charles Corp Position

Does Gillson Capital LP own Schwab Charles Corp (SCHW)? Yes — 227.6K shares worth $21M (+1.75% of its 13F portfolio) as of Q1 2026, up from 43.1K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
227.6K
% of Portfolio
+1.75%
Quarters Held
9
currently held

Position History SCHW

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q3 ’19: $23MQ4 ’19: $10MQ4 ’19Q4 ’20: $8MQ1 ’21: $26MQ1 ’21Q1 ’22: $18MQ2 ’23: $925,000Q2 ’23Q4 ’25: $4MQ1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026227.6K$21M+1.75%
Q4 202543.1K$4M+0.28%
Q2 202316.3K$925,000+0.08%
Q1 2022209.0K$18M+1.41%
Q1 2021394.1K$26M+2.16%
Q4 2020143.2K$8M+0.84%
Q4 2019216.1K$10M+0.88%
Q3 2019561.1K$23M+2.15%
Q4 2018290.9K$12M+1.65%

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