Charles Schwab Corporation shares owned by Caledonia Investments
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Caledonia Investments
from 13F filings
Historical chart of Caledonia Investments investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Caledonia Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Charles Schwab Corporation by Caledonia Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 611k | 95.42 |
| 2025-06-30 | $46M | 501k | 91.19 |