Charles Schwab Corporation shares owned by Calamos Wealth Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Calamos Wealth Management
from 13F filings
Historical chart of Calamos Wealth Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Calamos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $547k | 5.5k | 99.91 |
| 2025-09-30 | $608k | 6.4k | 95.47 |
| 2022-12-31 | $586k | 7.0k | 83.26 |
| 2022-09-30 | $525k | 7.3k | 71.89 |
| 2022-06-30 | $541k | 8.6k | 63.16 |
| 2022-03-31 | $8.1M | 96k | 84.31 |
| 2021-12-31 | $8.3M | 99k | 84.10 |
| 2021-09-30 | $7.1M | 98k | 72.84 |
| 2021-06-30 | $8.9M | 122k | 72.81 |
| 2021-03-31 | $8.5M | 131k | 65.18 |
| 2020-12-31 | $6.8M | 129k | 53.04 |
| 2020-09-30 | $677k | 19k | 36.26 |
| 2020-06-30 | $566k | 17k | 33.74 |