Charles Schwab Corporation shares owned by Calton & Associates
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 3.1k | 95.47 |
| 2025-06-30 | $360k | 3.9k | 91.25 |
| 2025-03-31 | $250k | 3.2k | 78.28 |
| 2024-09-30 | $265k | 4.1k | 64.82 |
| 2024-06-30 | $257k | 3.5k | 73.69 |
| 2024-03-31 | $310k | 4.3k | 72.34 |
| 2017-12-31 | $27k | 494 | 54.66 |