Stone House Investment Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1696497
TUNKHANNOCK, PA
Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$27,681
-$325 QoQ
Shares Held
300
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,136
of 2,304 holders
Holding Since
Mar 2024
9 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, 2026Stone House Investment Management, LLC holds $503,376 across 16 Capital Markets names. SCHW ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,009 | $419,961 | |
| 2 | MRX |
Marex Group Ltd
|
519 | $31,633 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
300 | $27,681 | |
| 4 | XP |
XP Inc.
|
564 | $9,170 | |
| 5 | GS |
Goldman Sachs Group Inc
|
5 | $5,056 | |
| 6 | IREN |
IREN Ltd
|
100 | $4,573 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
33 | $1,965 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
8 | $907 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,681 | 300 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $28,006 | 298 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,675 | 267 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,204 | 264 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $23,448 | 257 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $30,920 | 395 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $17,433 | 269 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,022 | 326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,536 | 353 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||