STUDIO INVESTMENT MANAGEMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 1893893 CHICAGO, IL

Position in SCHW

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

Position Value

$340,199

-$27,569 QoQ

Shares Held

3,687

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,677

of 2,304 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

STUDIO INVESTMENT MANAGEMENT LLC holds $2,966,413 across 5 Capital Markets names. SCHW ranks #5 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	9,064	$788,930
2	GS	Goldman Sachs Group Inc	771	$779,766
3	SF	Stifel Financial Corp	7,948	$554,531
4	HLI	Houlihan Lokey, Inc.	3,750	$502,987
5	SCHW	Schwab Charles Corp This page	3,687	$340,199

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,199	3,687	+0.2%	Shares	Sole	2026-07-31
2025-12-31	$367,768	3,681	-1.7%	Shares	Sole	2026-02-09
2025-09-30	$357,535	3,745	-3.0%	Shares	Sole	2025-11-07
2025-06-30	$352,277	3,861	-2.5%	Shares	Sole	2025-07-30
2025-03-31	$310,145	3,962	-2.7%	Shares	Sole	2025-05-14
2024-12-31	$301,294	4,071	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$270,776	4,178	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$293,507	3,983	+3.7%	Shares	Sole	2024-08-07
2024-03-31	$277,785	3,840	+10.4%	Shares	Sole	2024-05-15
2023-12-31	$239,286	3,478	-16.9%	Shares	Sole	2024-02-16
2023-09-30	$229,866	4,187	+32107.7%	Shares	Sole	2023-11-15
2023-06-30	$736	13	-95.9%	Shares	Sole	2023-08-14
2023-03-31	$16,552	316	-94.7%	Shares	Sole	2023-05-15
2022-12-31	$495,563	5,952	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$411,958	5,732	-12.2%	Shares	Sole	2022-11-14
2022-06-30	$412,628	6,531	+7.5%	Shares	Sole	2022-08-15
2022-03-31	$512,014	6,073	-4.4%	Shares	Sole	2022-05-16
2021-12-31	$534,119	6,351	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.