Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,035,129
+$3,030,615 QoQ
Shares Held
32,894
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#793
of 2,304 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lakehouse Capital Pty Ltd holds $6,453,467 across 2 Capital Markets names. SCHW ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
34,300 | $3,418,338 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
32,894 | $3,035,129 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,035,129 | 32,894 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,514 | 32,894 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $11,171,736 | 111,818 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,937,904 | 156,467 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $14,276,049 | 156,467 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,248,236 | 156,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,580,122 | 156,467 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,140,626 | 156,467 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $11,530,053 | 156,467 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,318,822 | 156,467 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $10,764,929 | 156,467 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,590,038 | 156,467 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,868,549 | 156,467 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $8,195,741 | 156,467 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,617,576 | 103,502 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,628,358 | 22,657 | Shares | Sole | 2022-11-10 | |
| 2021-12-31 | $5,943,347 | 70,670 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,147,602 | 70,670 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,145,482 | 70,670 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $14,105,510 | 265,941 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $6,150,476 | 182,941 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||