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Charles Schwab Corporation shares owned by Stone House Investment Management

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Stone House Investment Management from 13F filings

Historical chart of Stone House Investment Management investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Stone House Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 264 95.47
2025-06-30 $23k 257 91.24
2025-03-31 $31k 395 78.28
2024-09-30 $17k 269 64.81
2024-03-31 $26k 353 72.34

More positions owned by Stone House Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Procter & Gamble Company (PG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Stone House Investment Management

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation