Callan Family Office’s Charles Schwab SCHW Stock Holding History

Callan Family Office’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.8M	Sell
2025 Q2	$20M	Buy
2025 Q1	$5.3M	Sell
2024 Q4	$5.17M	Buy
2023 Q3	–	Sell
2023 Q2	$210K	Sell
2023 Q1	$1.6M	Buy
2022 Q4	$309K	Buy