Charles Schwab Corporation shares owned by Callan Family Office
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Callan Family Office
from 13F filings
Historical chart of Callan Family Office investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Callan Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 208k | 95.47 |
| 2025-06-30 | $20M | 220k | 91.24 |
| 2025-03-31 | $5.3M | 68k | 78.28 |
| 2024-12-31 | $5.2M | 70k | 74.01 |
| 2023-06-30 | $210k | 3.7k | 56.68 |
| 2023-03-31 | $1.6M | 31k | 52.38 |
| 2022-12-31 | $309k | 3.7k | 83.26 |