Lakehouse Capital Pty Ltd: SCHW position timeline

Lakehouse Capital Pty Ltd held 32,894 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 32,894 shares

   Change vs previous 13F 0 shares

   2.82% of the 13F portfolio, value $3,215,000.

   13F-HR 0001844830-26-000004 filed by Lakehouse Capital Pty Ltd
   Accepted 2026-10-05 23:57:29 UTC, ingested 2026-10-07 02:15:51 UTC

2. period ended2026-06-30

   13F 32,894 shares

   Change vs previous 13F 0 shares

   3.35% of the 13F portfolio, value $3,035,000.

   13F-HR 0001844830-26-000003 filed by Lakehouse Capital Pty Ltd
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 32,894 shares

   Change vs previous 13F -78,924 shares

   3.04% of the 13F portfolio, value $4,514,000.

   13F-HR 0001844830-26-000002 filed by Lakehouse Capital Pty Ltd
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 111,818 shares

   Change vs previous 13F -44,649 shares

   8.06% of the 13F portfolio, value $11,172,000.

   13F-HR 0001844830-26-000001 filed by Lakehouse Capital Pty Ltd
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F/A 156,467 shares

   Change vs previous 13F 0 shares

   9.13% of the 13F portfolio, value $14,938,000.

   13F-HR/A 0001844830-25-000006 filed by Lakehouse Capital Pty Ltd
   Filed 2025-11-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 156,467 shares

   Change vs previous 13F 0 shares

   8.71% of the 13F portfolio, value $14,276,000.

   13F-HR 0001844830-25-000003 filed by Lakehouse Capital Pty Ltd
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 156,467 shares

   Change vs previous 13F 0 shares

   8.14% of the 13F portfolio, value $12,248,000.

   13F-HR 0001844830-25-000002 filed by Lakehouse Capital Pty Ltd
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 156,467 shares

   Change vs previous 13F not available

   7.81% of the 13F portfolio, value $11,580,000.

   13F-HR 0001844830-25-000001 filed by Lakehouse Capital Pty Ltd
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).