Callan Family Office, LLC

Family Office

Position in SCHW — Schwab Charles Corp

CIK 1938970 RADNOR, PA

Position in SCHW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$21,212,883

-$1,536,124 QoQ

Shares Held

225,717

-0.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Callan Family Office, LLC holds $57,735,133 across 12 Capital Markets names. SCHW ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	225,717	$21,212,883
2	GS	Goldman Sachs Group Inc	20,836	$17,627,047
3	MS	Morgan Stanley	36,672	$6,035,111
4	MC	Moelis & Co	81,436	$4,641,852
5	LPLA	LPL Financial Holdings Inc.	6,674	$2,007,739
6	NMR	Nomura Holdings Inc	166,576	$1,314,284
7	FUTU	Futu Holdings Ltd	9,410	$1,286,911
8	HOOD	Robinhood Markets, Inc.	17,118	$1,186,277

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,212,883	225,717	-0.9%	Shares	Sole	2026-05-13
2025-12-31	$22,749,007	227,695	+9.6%	Shares	Sole	2026-02-12
2025-09-30	$19,841,816	207,833	-5.3%	Shares	Sole	2025-11-04
2025-06-30	$20,032,928	219,563	+224.3%	Shares	Sole	2025-07-24
2025-03-31	$5,299,086	67,694	-3.2%	Shares	Sole	2025-05-13
2024-12-31	$5,174,705	69,919	+1784.6%	Shares	Sole	2025-02-07
2023-06-30	$210,282	3,710	-87.9%	Shares	Sole	2023-08-14
2023-03-31	$1,603,142	30,606	+725.0%	Shares	Sole	2023-05-12
2022-12-31	$308,894	3,710	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.