Callan Family Office’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
219,563
+151,869
| +224% | +$13.9M | 0.63% | 23 |
|
|
2025
Q1 | $5.3M | Sell |
67,694
-2,225
| -3% | -$174K | 0.4% | 56 |
|
|
2024
Q4 | $5.17M | Buy |
+69,919
| New | +$5.17M | 0.33% | 56 |
|
|
2023
Q3 | – | Sell |
-3,710
| Closed | -$210K | – | 111 |
|
|
2023
Q2 | $210K | Sell |
3,710
-26,896
| -88% | -$1.52M | 0.06% | 104 |
|
|
2023
Q1 | $1.6M | Buy |
30,606
+26,896
| +725% | +$1.41M | 0.39% | 35 |
|
|
2022
Q4 | $309K | Buy |
+3,710
| New | +$309K | 0.1% | 79 |
|