SEC 13F Intelligence

Blalock Williams, LLC / SCHW

Blalock Williams, LLC’s Schwab Charles Corp Position

Does Blalock Williams, LLC own Schwab Charles Corp (SCHW)? Yes16.0K shares worth $2M (+1.16% of its 13F portfolio) as of Q1 2026, up from 15.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
16.0K
% of Portfolio
+1.16%
Quarters Held
3
currently held

Position History SCHW

Reported value by quarter
Q3 ’25: $863,265Q3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.0K$2M+1.16%
Q4 202515.4K$2M+1.23%
Q3 202511.7K$863,265+1.00%

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