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Charles Schwab Corporation shares owned by Callan Capital

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Callan Capital from 13F filings

Historical chart of Callan Capital investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Callan Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Callan Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 4.3k 64.80
2024-06-30 $409k 5.6k 73.69
2024-03-31 $282k 3.9k 72.35
2023-12-31 $265k 3.9k 68.79

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
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NVIDIA Corporation (NVDA)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Callan Capital

Top funds holding Charles Schwab Corporation

Toronto-Dominion Bank
Vanguard Group
BlackRock
BlackRock
Dodge & Cox
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Massachusetts Financial Services
Harris Associates L.P
Franklin Resources
Morgan Stanley
Bank of America Corporation
Fisher Investments

View all funds holding Charles Schwab Corporation