INVESTMENT HOUSE LLC

Position in SCHW — Schwab Charles Corp

CIK 1566030 REDONDO BEACH, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$241,286

-$4,471 QoQ

Shares Held

2,615

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,863

of 2,304 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

INVESTMENT HOUSE LLC holds $11,506,079 across 7 Capital Markets names. SCHW ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIGR	Figure Technology Solutions, Inc.	197,255	$6,057,701
2	IBKR	Interactive Brokers Group, Inc.	29,900	$2,602,496
3	GS	Goldman Sachs Group Inc	1,316	$1,330,962
4	XP	XP Inc.	38,625	$628,042
5	MS	Morgan Stanley	1,700	$355,368
6	EVR	Evercore Inc.	850	$290,224
7	SCHW	Schwab Charles Corp This page	2,615	$241,286

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,286	2,615	0.0%	Shares	Sole	2026-07-31
2026-03-31	$245,757	2,615	0.0%	Shares	Sole	2026-04-29
2025-12-31	$261,264	2,615	-77.3%	Shares	Sole	2026-02-06
2025-06-30	$1,049,260	11,500	+105.7%	Shares	Sole	2025-08-14
2024-06-30	$411,927	5,590	-84.9%	Shares	Sole	2024-07-22
2024-03-31	$2,685,984	37,130	-16.8%	Shares	Sole	2024-05-02
2023-12-31	$3,070,200	44,625	+93.2%	Shares	Sole	2024-02-05
2023-06-30	$1,309,308	23,100	+388.5%	Shares	Sole	2023-08-08
2022-03-31	$398,701	4,729	0.0%	Shares	Sole	2022-04-14
2021-12-31	$397,708	4,729	+2.2%	Shares	Sole	2022-02-09
2021-09-30	$337,176	4,629	+6.9%	Shares	Sole	2021-11-12
2021-06-30	$315,194	4,329	0.0%	Shares	Sole	2021-07-20
2021-03-31	$282,164	4,329	-5.0%	Shares	Sole	2021-05-06
2020-12-31	$241,650	4,556	-29.5%	Shares	Sole	2021-01-13
2020-06-30	$218,129	6,465	-26.9%	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.