Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,801,664
+$299,958 QoQ
Shares Held
19,526
+22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#968
of 2,304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BLALOCK WILLIAMS, LLC holds $2,419,315 across 3 Capital Markets names. SCHW ranks #1 (74.5% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,801,664 | 19,526 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,501,706 | 15,979 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,540,512 | 15,419 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,294,286 | 13,557 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $1,166,594 | 12,786 | Shares | Defined | 2025-11-06 | |
| 2025-03-31 | $965,192 | 12,330 | Shares | Defined | 2025-11-06 | |
| 2024-12-31 | $863,252 | 11,664 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||