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Disclosery

Callan Family Office, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Family Office, LLC on SCHW, newest first. How the timeline and the estimate are built.

Callan Family Office, LLC held 217,027 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,027 shares
    Change vs previous 13F -8,690 shares

    0.39% of the 13F portfolio, value $20,025,112.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,717 shares
    Change vs previous 13F -1,978 shares

    0.48% of the 13F portfolio, value $21,212,921.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 227,695 shares
    Change vs previous 13F +19,862 shares

    0.49% of the 13F portfolio, value $22,749,046.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 207,833 shares
    Change vs previous 13F -11,730 shares

    0.63% of the 13F portfolio, value $19,841,828.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 219,563 shares
    Change vs previous 13F +151,869 shares

    0.63% of the 13F portfolio, value $20,032,928.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,694 shares
    Change vs previous 13F -2,225 shares

    0.4% of the 13F portfolio, value $5,299,086.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 69,919 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,174,705.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).