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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

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Quarterly 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