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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $17k 269 64.81
2024-03-31 $26k 353 72.34

More positions owned by Stone House Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Procter & Gamble Company (PG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U S Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Stone House Investment Management

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Harris Associates L.P
Franklin Resources
Morgan Stanley
Massachusetts Financial Services
Fisher Investments
Artisan Partners Limited Partnership
Norges Bank Investment Management

View all funds holding Charles Schwab Corporation