Position in SCHW
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$245,757
-$15,507 QoQ
Shares Held
2,615
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 17.78202676864245.ToString("F0")%
Shared 0.ToString("F0")%
None 82.21797323135756.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $14,271,070 across 8 Capital Markets names. SCHW ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
246,865 | $8,381,066 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
31,775 | $2,131,149 | |
| 3 | XP |
XP Inc.
|
93,120 | $1,773,004 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,336 | $1,130,242 | |
| 5 | MS |
Morgan Stanley
|
1,700 | $279,769 | |
| 6 | EVR |
Evercore Inc.
|
850 | $253,733 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
2,615 | $245,757 | |
| 8 | PURR |
Hyperliquid Strategies Inc
|
15,000 | $76,350 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,757 | 2,615 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $261,264 | 2,615 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,049,260 | 11,500 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $411,927 | 5,590 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,685,984 | 37,130 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,070,200 | 44,625 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $1,309,308 | 23,100 | Shares | Sole | 2023-08-08 | |
| 2022-03-31 | $398,701 | 4,729 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $397,708 | 4,729 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $337,176 | 4,629 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $315,194 | 4,329 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $282,164 | 4,329 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $241,650 | 4,556 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $218,129 | 6,465 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $297,268 | 8,842 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||