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Calamos Advisors LLC: SCHW position timeline

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

Calamos Advisors LLC held 328,075 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 328,075 shares
    Change vs previous 13F -6,099 shares

    0.11% of the 13F portfolio, value $30,271,480.

    13F-HR 0001316507-26-000003 filed by Calamos Advisors 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 334,174 shares
    Change vs previous 13F -5,472 shares

    0.12% of the 13F portfolio, value $31,405,673.

    13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 334,174 shares
    • Calamos Wealth Management LLC: 0 shares

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

  3. period ended2025-12-31
    13F 339,646 shares
    Change vs previous 13F -14,461 shares

    0.12% of the 13F portfolio, value $33,934,032.

    13F-HR 0001316507-26-000001 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 334,174 shares
    • Calamos Wealth Management LLC: 5,472 shares

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

  4. period ended2025-09-30
    13F 354,107 shares
    Change vs previous 13F +6,363 shares

    0.12% of the 13F portfolio, value $33,806,596.

    13F-HR 0001316507-25-000003 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 347,744 shares
    • Calamos Wealth Management LLC: 6,363 shares

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

  5. period ended2025-06-30
    13F 347,744 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $31,728,163.

    13F-HR 0001085146-25-004696 filed by Calamos Advisors 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 347,744 shares
    Change vs previous 13F +3,873 shares

    0.13% of the 13F portfolio, value $27,221,400.

    13F-HR 0001085146-25-002415 filed by Calamos Advisors 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 343,871 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $25,449,893.

    13F-HR 0001085146-25-000482 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 343,871 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $22,286,280.

    13F-HR 0001085146-24-005402 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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