IHL
SCHW

Investment House LLC’s Charles Schwab SCHW Stock Holding History

Investment House LLC’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Hold
2,615
– – 0.01% 214
2026
Q1 		$246K Hold
2,615
– – 0.01% 204
2025
Q4 		$261K Buy
+2,615
New +$248K 0.01% 196
2025
Q3 		– Sell
-11,500
Closed -$1.05M – 237
2025
Q2 		$1.05M Buy
+11,500
New +$963K 0.05% 136
2024
Q3 		– Sell
-5,590
Closed -$412K – 212
2024
Q2 		$412K Sell
5,590
-31,540
-85% -$2.33M 0.02% 167
2024
Q1 		$2.69M Sell
37,130
-7,495
-17% -$494K 0.16% 93
2023
Q4 		$3.07M Buy
+44,625
New +$2.58M 0.22% 81
2023
Q3 		– Sell
-23,100
Closed -$1.31M – 195
2023
Q2 		$1.31M Buy
+23,100
New +$1.21M 0.1% 109
2022
Q2 		– Sell
-4,729
Closed -$399K – 178
2022
Q1 		$399K Hold
4,729
– – 0.03% 143
2021
Q4 		$398K Buy
4,729
+100
+2% +$8.09K 0.03% 150
2021
Q3 		$337K Buy
4,629
+300
+7% +$21.4K 0.02% 157
2021
Q2 		$315K Hold
4,329
– – 0.02% 174
2021
Q1 		$282K Sell
4,329
-227
-5% -$13.8K 0.02% 173
2020
Q4 		$242K Buy
+4,556
New +$206K 0.02% 205
2020
Q3 		– Sell
-6,465
Closed -$218K – 212
2020
Q2 		$218K Sell
6,465
-2,377
-27% -$85.1K 0.02% 180
2020
Q1 		$297K Sell
8,842
-296
-3% -$12.4K 0.03% 142
2019
Q4 		$435K Sell
9,138
-2,293
-20% -$101K 0.04% 163
2019
Q3 		$478K Buy
11,431
+226
+2% +$9.12K 0.05% 144
2019
Q2 		$450K Buy
+11,205
New +$488K 0.05% 144

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Investment House LLC's SCHW Position: Q2 2026 in Review

Investment House LLC held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,615 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #214.

Investment House LLC first reported a position in SCHW in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.07M in Q4 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Investment House LLC held 2,615 shares of Charles Schwab worth $241K as of Q2 2026.
  • Investment House LLC left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #214 holding.
  • Investment House LLC first reported a position in Charles Schwab in Q2 2019 and has held it in 19 quarters since.
  • Investment House LLC's Charles Schwab position peaked at $3.07M in Q4 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.