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Blalock Williams, LLC

SEC CIK
0002092331
Latest filing
Aug 7, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Blalock Williams, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
19,526
Value
$1.80M
% of portfolio
1.2%
Quarters held
7
Since Q4 2024
Holdings of SCHW by Blalock Williams, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,526$1.80M1.2%+3,547+22.2%AddedHolders
Q1 202615,979$1.50M1.2%+560+3.6%AddedHolders
Q4 202515,419$1.54M1.2%+1,862+13.7%AddedHolders
Q3 202513,557$1.29M1.1%+771+6.0%AddedHolders
Q2 202512,786$1.17M1.2%+456+3.7%AddedHolders
Q1 202512,330$965.2K1.1%+666+5.7%AddedHolders
Q4 202411,664$863.3K1.0%–No prior filingHolders