First Dallas Securities Inc.

Broker-Dealer

Position in SCHW — Schwab Charles Corp

CIK 1378559 DALLAS, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$909,044

-$16,565 QoQ

Shares Held

9,852

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,261

of 2,304 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

First Dallas Securities Inc. holds $6,474,201 across 4 Capital Markets names. SCHW ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WULF	Terawulf Inc.	139,750	$3,451,825
2	GS	Goldman Sachs Group Inc	1,250	$1,264,212
3	SCHW	Schwab Charles Corp This page	9,852	$909,044
4	MS	Morgan Stanley	4,062	$849,120

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$909,044	9,852	+0.0%	Shares	Sole	2026-08-03
2026-03-31	$925,609	9,849	-9.6%	Shares	Sole	2026-04-27
2025-12-31	$1,088,719	10,897	-10.4%	Shares	Sole	2026-02-11
2025-09-30	$1,161,010	12,161	-19.5%	Shares	Sole	2025-11-05
2025-06-30	$1,378,545	15,109	-18.0%	Shares	Sole	2025-08-07
2025-03-31	$1,441,682	18,417	-2.1%	Shares	Sole	2025-05-16
2024-12-31	$1,392,498	18,815	+1.9%	Shares	Sole	2025-01-24
2024-09-30	$1,196,587	18,463	-23.1%	Shares	Sole	2024-11-18
2024-06-30	$1,768,633	24,001	+3.4%	Shares	Sole	2024-08-02
2024-03-31	$1,679,373	23,215	-13.1%	Shares	Sole	2024-04-16
2023-12-31	$1,837,716	26,711	-57.5%	Shares	Sole	2024-02-13
2023-09-30	$3,453,100	62,898	+76.4%	Shares	Sole	2023-11-14
2023-06-30	$2,020,868	35,654	+2.2%	Shares	Sole	2023-08-07
2023-03-31	$1,827,800	34,895	+441.4%	Shares	Sole	2023-05-15
2022-12-31	$536,610	6,445	-2.3%	Shares	Sole	2023-02-03
2022-09-30	$473,982	6,595	-1.6%	Shares	Sole	2022-10-21
2022-06-30	$423,306	6,700	+2.3%	Shares	Sole	2022-07-28
2022-03-31	$552,230	6,550	-7.1%	Shares	Sole	2022-05-12
2021-12-31	$592,905	7,050	-15.1%	Shares	Sole	2022-02-07
2021-09-30	$604,572	8,300	-37.1%	Shares	Sole	2021-10-06
2021-06-30	$961,092	13,200	0.0%	Shares	Sole	2021-07-06
2021-03-31	$860,376	13,200	—	Shares	Sole	2021-05-26
No filing history on record for this holder in this stock.