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Callan Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Callan Capital’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$290K Buy
10,363
+488
+5% +$13.6K 0.02% 293
2024
Q4 		$270K Sell
9,875
-1
-0% -$28 0.02% 272
2024
Q3 		$278K Sell
9,876
-9,678
-49% -$264K 0.02% 276
2024
Q2 		$507K Buy
+19,554
New +$509K 0.04% 157

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Callan Capital's SCHD Position: Q1 2025 in Review

Callan Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.9% in Q1 2025, buying an estimated $13.6K and bringing the position to 10,363 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #293.

Callan Capital first reported a position in SCHD in Q2 2024 and has held it in 4 quarters since. The position peaked at $507K in Q2 2024. 1,810 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Callan Capital held 10,363 shares of Schwab US Dividend Equity ETF worth $290K as of Q1 2025.
  • Callan Capital bought 488 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $13.6K.
  • Schwab US Dividend Equity ETF made up 0.02% of Callan Capital's portfolio in Q1 2025, its #293 holding.
  • Callan Capital first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • Callan Capital's Schwab US Dividend Equity ETF position peaked at $507K in Q2 2024.
  • 1,810 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.