Charles Schwab’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26M | Buy |
696,967
+15,013
| +2% | +$630K | ﹤0.01% | 1677 |
|
|
2026
Q1 | $33.4M | Buy |
681,954
+8,909
| +1% | +$468K | 0.01% | 1445 |
|
|
2025
Q4 | $35.6M | Sell |
673,045
-4,771
| -0.7% | -$278K | 0.01% | 1378 |
|
|
2025
Q3 | $41.6M | Buy |
677,816
+10,829
| +2% | +$624K | 0.01% | 1279 |
|
|
2025
Q2 | $35.5M | Sell |
666,987
-12,380
| -2% | -$530K | 0.01% | 1317 |
|
|
2025
Q1 | $24.1M | Buy |
679,367
+30,123
| +5% | +$1.12M | ﹤0.01% | 1533 |
|
|
2024
Q4 | $22.6M | Buy |
649,244
+48,098
| +8% | +$1.69M | ﹤0.01% | 1632 |
|
|
2024
Q3 | $23.3M | Buy |
601,146
+12,637
| +2% | +$464K | ﹤0.01% | 1614 |
|
|
2024
Q2 | $20.9M | Buy |
588,509
+51,541
| +10% | +$1.66M | ﹤0.01% | 1659 |
|
|
2024
Q1 | $17.8M | Buy |
536,968
+68,478
| +15% | +$2.55M | ﹤0.01% | 1682 |
|
|
2023
Q4 | $20.5M | Buy |
468,490
+7,485
| +2% | +$299K | 0.01% | 1578 |
|
|
2023
Q3 | $21.1M | Buy |
461,005
+20,015
| +5% | +$906K | 0.01% | 1478 |
|
|
2023
Q2 | $22M | Buy |
440,990
+9,640
| +2% | +$465K | 0.01% | 1424 |
|
|
2023
Q1 | $23.1M | Buy |
431,350
+919
| +0.2% | +$50.1K | 0.01% | 1353 |
|
|
2022
Q4 | $29.5M | Buy |
430,431
+17,739
| +4% | +$1.19M | 0.01% | 1159 |
|
|
2022
Q3 | $25.2M | Buy |
412,692
+15,560
| +4% | +$832K | 0.01% | 1218 |
|
|
2022
Q2 | $13.6M | Sell |
397,132
-1,388
| -0.3% | -$51.6K | ﹤0.01% | 1662 |
|
|
2022
Q1 | $17.1M | Buy |
398,520
+9,309
| +2% | +$471K | 0.01% | 1665 |
|
|
2021
Q4 | $31.1M | Sell |
389,211
-21,404
| -5% | -$1.4M | 0.01% | 1234 |
|
|
2021
Q3 | $20.3M | Sell |
410,615
-4,744
| -1% | -$219K | 0.01% | 1571 |
|
|
2021
Q2 | $19.7M | Sell |
415,359
-18,838
| -4% | -$827K | 0.01% | 1602 |
|
|
2021
Q1 | $15.1M | Sell |
434,197
-51,013
| -11% | -$1.89M | 0.01% | 1727 |
|
|
2020
Q4 | $14.4M | Sell |
485,210
-16,697
| -3% | -$412K | 0.01% | 1632 |
|
|
2020
Q3 | $8.92M | Buy |
501,907
+121,585
| +32% | +$2.3M | ﹤0.01% | 1770 |
|
|
2020
Q2 | $5.67M | Buy |
380,322
+81,712
| +27% | +$938K | ﹤0.01% | 1966 |
|
|
2020
Q1 | $2.12M | Buy |
298,610
+6,440
| +2% | +$54.2K | ﹤0.01% | 2258 |
|
|
2019
Q4 | $2.34M | Buy |
292,170
+8,343
| +3% | +$62.2K | ﹤0.01% | 2371 |
|
|
2019
Q3 | $1.81M | Sell |
283,827
-173,505
| -38% | -$1.09M | ﹤0.01% | 2410 |
|
|
2019
Q2 | $3M | Buy |
457,332
+102,400
| +29% | +$691K | ﹤0.01% | 2207 |
|
|
2019
Q1 | $2.73M | Buy |
354,932
+112,200
| +46% | +$989K | ﹤0.01% | 2254 |
|
|
2018
Q4 | $2.37M | Sell |
242,732
-3,340
| -1% | -$29.1K | ﹤0.01% | 2273 |
|
|
2018
Q3 | $1.99M | Buy |
246,072
+41,205
| +20% | +$315K | ﹤0.01% | 2425 |
|
|
2018
Q2 | $1.6M | Buy |
204,867
+3,744
| +2% | +$26.4K | ﹤0.01% | 2438 |
|
|
2018
Q1 | $1.38M | Buy |
201,123
+12,320
| +7% | +$79.5K | ﹤0.01% | 2431 |
|
|
2017
Q4 | $1.12M | Buy |
188,803
+17,716
| +10% | +$107K | ﹤0.01% | 2476 |
|
|
2017
Q3 | $864K | Buy |
171,087
+10,149
| +6% | +$57.9K | ﹤0.01% | 2543 |
|
|
2017
Q2 | $1.1M | Buy |
160,938
+1,102
| +0.7% | +$7.47K | ﹤0.01% | 2423 |
|
|
2017
Q1 | $1.16M | Buy |
159,836
+9,918
| +7% | +$70.2K | ﹤0.01% | 2380 |
|
|
2016
Q4 | $1.16M | Buy |
149,918
+8,932
| +6% | +$65K | ﹤0.01% | 2384 |
|
|
2016
Q3 | $1.04M | Buy |
140,986
+7,636
| +6% | +$57.2K | ﹤0.01% | 2403 |
|
|
2016
Q2 | $922K | Buy |
133,350
+2,352
| +2% | +$16.1K | ﹤0.01% | 2375 |
|
|
2016
Q1 | $929K | Sell |
130,998
-10,744
| -8% | -$75.9K | ﹤0.01% | 2373 |
|
|
2015
Q4 | $1.12M | Sell |
141,742
-10,975
| -7% | -$85.9K | ﹤0.01% | 2343 |
|
|
2015
Q3 | $1.19M | Buy |
152,717
+58,011
| +61% | +$441K | ﹤0.01% | 2325 |
|
|
2015
Q2 | $721K | Buy |
94,706
+2,788
| +3% | +$22.7K | ﹤0.01% | 2549 |
|
|
2015
Q1 | $772K | Buy |
91,918
+1,708
| +2% | +$15.3K | ﹤0.01% | 2469 |
|
|
2014
Q4 | $904K | Sell |
90,210
-53,269
| -37% | -$530K | ﹤0.01% | 2396 |
|
|
2014
Q3 | $1.37M | Buy |
143,479
+11,435
| +9% | +$106K | ﹤0.01% | 2163 |
|
|
2014
Q2 | $1.08M | Sell |
132,044
-13,447
| -9% | -$110K | ﹤0.01% | 2275 |
|
|
2014
Q1 | $1.23M | Buy |
145,491
+2,280
| +2% | +$19.1K | ﹤0.01% | 2181 |
|
|
2013
Q4 | $1.38M | Buy |
143,211
+59,606
| +71% | +$638K | ﹤0.01% | 2116 |
|
|
2013
Q3 | $1.08M | Buy |
83,605
+3,686
| +5% | +$45.1K | ﹤0.01% | 2178 |
|
|
2013
Q2 | $824K | Buy |
+79,919
| New | +$744K | ﹤0.01% | 2275 |
|
Other funds holding CALX
Charles Schwab's CALX Position: Q2 2026 in Review
Charles Schwab increased its Calix (CALX) stake by 2.2% in Q2 2026, buying an estimated $630K and bringing the position to 696,967 shares worth $26M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.
Charles Schwab first reported a position in CALX in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.6M in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.
- Charles Schwab held 696,967 shares of Calix worth $26M as of Q2 2026.
- Charles Schwab bought 15,013 Calix shares in Q2 2026, an estimated $630K.
- Calix made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1677 holding.
- Charles Schwab first reported a position in Calix in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Calix position peaked at $41.6M in Q3 2025.
- 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.