Charles Schwab Corporation shares owned by Dan Callahan
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Dan Callahan
from 13F filings
Historical chart of Dan Callahan investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Dan Callahan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72k | 750 | 95.47 |
| 2025-06-30 | $83k | 906 | 91.24 |
| 2025-03-31 | $249k | 3.2k | 78.28 |
| 2024-12-31 | $994k | 13k | 74.01 |
| 2024-09-30 | $895k | 14k | 64.81 |
| 2024-06-30 | $976k | 13k | 73.69 |
| 2024-03-31 | $982k | 14k | 72.34 |
| 2023-12-31 | $967k | 14k | 68.79 |
| 2023-09-30 | $790k | 14k | 54.90 |
| 2023-06-30 | $812k | 14k | 56.68 |
| 2023-03-31 | $643k | 12k | 52.38 |
| 2022-12-31 | $1.1M | 13k | 83.26 |
| 2022-09-30 | $886k | 12k | 71.86 |
| 2022-06-30 | $742k | 12k | 63.22 |
| 2022-03-31 | $988k | 12k | 84.33 |
| 2021-12-31 | $1.0M | 12k | 84.08 |
| 2021-09-30 | $924k | 13k | 72.84 |
| 2021-06-30 | $962k | 13k | 72.82 |
| 2021-03-31 | $922k | 14k | 65.19 |
| 2020-12-31 | $878k | 17k | 53.02 |
| 2020-09-30 | $627k | 17k | 36.25 |
| 2020-06-30 | $582k | 17k | 33.75 |
| 2020-03-31 | $584k | 17k | 33.63 |
| 2019-12-31 | $885k | 19k | 47.58 |
| 2019-09-30 | $827k | 20k | 41.80 |
| 2019-06-30 | $682k | 17k | 40.21 |
| 2019-03-31 | $755k | 18k | 42.78 |
| 2018-12-31 | $594k | 14k | 41.50 |
| 2018-09-30 | $588k | 12k | 49.11 |
| 2018-06-30 | $609k | 12k | 51.09 |
| 2018-03-31 | $640k | 12k | 52.21 |
| 2017-12-31 | $879k | 17k | 51.38 |
| 2017-09-30 | $781k | 18k | 43.73 |
| 2017-06-30 | $884k | 21k | 42.96 |
| 2017-03-31 | $802k | 20k | 40.80 |
| 2016-12-31 | $1.1M | 27k | 39.47 |
| 2016-09-30 | $1.0M | 33k | 31.56 |
| 2016-06-30 | $693k | 27k | 25.32 |
| 2013-03-31 | $9.0k | 500 | 18.00 |
| 2012-12-31 | $7.0k | 500 | 14.00 |
| 2012-09-30 | $6.0k | 500 | 12.00 |
| 2012-06-30 | $6.0k | 500 | 12.00 |
| 2012-03-31 | $7.0k | 500 | 14.00 |
| 2011-12-31 | $155k | 14k | 11.29 |
| 2011-09-30 | $211k | 19k | 11.26 |
| 2011-06-30 | $307k | 19k | 16.43 |