Callan Family Office, LLC

Family Office

Position in SCHW — Schwab Charles Corp

CIK 1938970 RADNOR, PA

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$20,025,081

-$1,187,802 QoQ

Shares Held

217,027

-3.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#360

of 2,310 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. SCHW ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	20,918	$21,155,837
2	SCHW	Schwab Charles Corp This page	217,027	$20,025,081
3	MS	Morgan Stanley	38,006	$7,944,774
4	MC	Moelis & Co	81,327	$5,320,412
5	LPLA	LPL Financial Holdings Inc.	7,444	$2,096,825
6	HOOD	Robinhood Markets, Inc.	17,626	$1,767,535
7	IBKR	Interactive Brokers Group, Inc.	18,156	$1,580,298
8	NMR	Nomura Holdings Inc	173,593	$1,524,146

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,025,081	217,027	-3.8%	Shares	Sole	2026-08-11
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.