Stone House Investment Management’s Charles Schwab SCHW Stock Holding History

Stone House Investment Management’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 Q1	$28K	Buy	298 +31	+12%	+$3.04K	0.01%	243
2025 Q4	$26.7K	Buy	267 +3	+1%	+$285	﹤0.01%	224
2025 Q3	$25.2K	Buy	264 +7	+3%	+$664	﹤0.01%	207
2025 Q2	$23.4K	Sell	257 -138	-35%	-$11.6K	﹤0.01%	206
2025 Q1	$30.9K	Buy	+395	New	+$31K	0.01%	181
2024 Q4	–	Sell	-269	Closed	-$17.4K	–	291
2024 Q3	$17.4K	Sell	269 -57	-17%	-$3.74K	﹤0.01%	190
2024 Q2	$24K	Sell	326 -27	-8%	-$2K	0.01%	173
2024 Q1	$25.5K	Buy	+353	New	+$23.2K	0.01%	178

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stone House Investment Management's SCHW Position: Q1 2026 in Review

Stone House Investment Management increased its Charles Schwab (SCHW) stake by 12% in Q1 2026, buying an estimated $3.04K and bringing the position to 298 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #243.

Stone House Investment Management first reported a position in SCHW in Q1 2024 and has held it in 8 quarters since. The position peaked at $30.9K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Stone House Investment Management held 298 shares of Charles Schwab worth $28K as of Q1 2026.
Stone House Investment Management bought 31 Charles Schwab shares in Q1 2026, an estimated $3.04K.
Charles Schwab made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #243 holding.
Stone House Investment Management first reported a position in Charles Schwab in Q1 2024 and has held it in 8 quarters since.
Stone House Investment Management's Charles Schwab position peaked at $30.9K in Q1 2025.
2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.