LHC
SCHW

Little House Capital’s Charles Schwab SCHW Stock Holding History

Little House Capital’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
2025
Q4 		– Sell
-3,144
Closed -$300K – 121
2025
Q3 		$300K Buy
3,144
+1
+0% +$95 0.07% 116
2025
Q2 		$287K Sell
3,143
-86
-3% -$7.2K 0.07% 113
2025
Q1 		$253K Hold
3,229
– – 0.07% 123
2024
Q4 		$239K Hold
3,229
– – 0.07% 107
2024
Q3 		$209K Sell
3,229
-2,637
-45% -$173K 0.06% 107
2024
Q2 		$432K Sell
5,866
-2,296
-28% -$170K 0.14% 99
2024
Q1 		$590K Sell
8,162
-44,256
-84% -$2.91M 0.2% 97
2023
Q4 		$3.61M Buy
52,418
+649
+1% +$37.5K 1.32% 23
2023
Q3 		$2.84M Buy
51,769
+12,479
+32% +$754K 1.17% 24
2023
Q2 		$2.23M Buy
39,290
+24,346
+163% +$1.28M 0.95% 30
2023
Q1 		$783K Buy
14,944
+11,644
+353% +$853K 0.37% 76
2022
Q4 		$275K Hold
3,300
– – 0.14% 102
2022
Q3 		$237K Sell
3,300
-49
-1% -$3.4K 0.13% 104
2022
Q2 		$212K Hold
3,349
– – 0.11% 110
2022
Q1 		$282K Hold
3,349
– – 0.14% 123
2021
Q4 		$282K Hold
3,349
– – 0.15% 126
2021
Q3 		$244K Sell
3,349
-479
-13% -$34.2K 0.14% 126
2021
Q2 		$279K Buy
+3,828
New +$271K 0.15% 123
2020
Q2 		– Sell
-8,774
Closed -$295K – 95
2020
Q1 		$295K Sell
8,774
-5,718
-39% -$240K 0.32% 67
2019
Q4 		$689K Sell
14,492
-16,333
-53% -$720K 0.59% 53
2019
Q3 		$1.29M Sell
30,825
-643
-2% -$26K 0.98% 38
2019
Q2 		$1.34K Buy
31,468
+271
+0.9% +$11.8K 0.89% 38
2019
Q1 		$1.33M Buy
31,197
+465
+2% +$21K 1% 34
2018
Q4 		$1.28M Buy
+30,732
New +$1.39M 1.23% 30

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Little House Capital's SCHW Position: Q4 2025 in Review

Little House Capital sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 3,144 shares — an estimated $300K sold.

Little House Capital first reported a position in SCHW in Q4 2018 and held it in 24 quarters. The position peaked at $3.61M in Q4 2023. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Little House Capital reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Little House Capital sold 3,144 Charles Schwab shares in Q4 2025, an estimated $300K.
  • Little House Capital first reported a position in Charles Schwab in Q4 2018 and held it in 24 quarters.
  • Little House Capital's Charles Schwab position peaked at $3.61M in Q4 2023.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Little House Capital's 13F filing for Q4 2025, filed 6 Feb 2026.