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Charles Schwab Corporation shares owned by Blalock Williams

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Blalock Williams from 13F filings

Historical chart of Blalock Williams investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Blalock Williams consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Blalock Williams

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 14k 95.47
2025-06-30 $1.2M 13k 91.24
2025-03-31 $965k 12k 78.28
2024-12-31 $863k 12k 74.01

More positions owned by Blalock Williams

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Arista Networks Com Shs (ANET)

View all positions for Blalock Williams

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation