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Callan Capital’s Schwab International Equity ETF SCHF Stock Holding History

Callan Capital’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$77.2M Sell
3,901,803
-4,883
-0.1% -$95.8K 5.71% 4
2024
Q4 		$72.3M Sell
3,906,686
-40,204
-1% -$785K 5.29% 4
2024
Q3 		$81.1M Sell
3,946,890
-146,214
-4% -$2.89M 5.67% 4
2024
Q2 		$78.6M Buy
4,093,104
+15,506
+0.4% +$300K 6.47% 3
2024
Q1 		$79.6M Sell
4,077,598
-130,404
-3% -$2.44M 6.99% 3
2023
Q4 		$77.8M Sell
4,208,002
-15,718
-0.4% -$273K 7.34% 2
2023
Q3 		$71.7M Buy
4,223,720
+405,890
+11% +$7.17M 7.68% 2
2023
Q2 		$68.1M Buy
3,817,830
+151,998
+4% +$2.7M 7.53% 2
2023
Q1 		$63.8M Buy
3,665,832
+170,846
+5% +$2.93M 7.38% 2
2022
Q4 		$56.3M Sell
3,494,986
-287,278
-8% -$4.49M 6.95% 2
2022
Q3 		$53.2M Sell
3,782,264
-55,488
-1% -$871K 8.66% 2
2022
Q2 		$60.3M Buy
3,837,752
+543,470
+16% +$9.26M 9.31% 2
2022
Q1 		$60.5M Sell
3,294,282
-225,930
-6% -$4.2M 8.31% 2
2021
Q4 		$68.4M Buy
3,520,212
+288,754
+9% +$5.67M 9.94% 2
2021
Q3 		$62.5M Buy
3,231,458
+291,346
+10% +$5.8M 10.4% 2
2021
Q2 		$58M Buy
2,940,112
+20,838
+0.7% +$412K 10.08% 2
2021
Q1 		$54.9M Buy
2,919,274
+215,212
+8% +$4.01M 9.99% 2
2020
Q4 		$48.7M Sell
2,704,062
-38,274
-1% -$645K 9.9% 2
2020
Q3 		$43.1M Buy
2,742,336
+206,710
+8% +$3.25M 9.66% 3
2020
Q2 		$37.7M Buy
2,535,626
+663,566
+35% +$9.33M 9.46% 2
2020
Q1 		$24.2M Buy
1,872,060
+1,801,664
+2,559% +$27.7M 7.45% 4
2019
Q4 		$1.18M Buy
70,396
+5,900
+9% +$97.1K 0.33% 36
2019
Q3 		$1.03M Buy
64,496
+106
+0.2% +$1.67K 0.29% 40
2019
Q2 		$1.03M Buy
64,390
+1,270
+2% +$20.1K 0.33% 39
2019
Q1 		$988K Sell
63,120
-9,054
-13% -$138K 0.32% 38
2018
Q4 		$1.02M Buy
72,174
+644
+0.9% +$9.86K 0.37% 35
2018
Q3 		$1.2M Sell
71,530
-1,374
-2% -$22.9K 0.4% 33
2018
Q2 		$1.21M Sell
72,904
-5,130
-7% -$87.2K 0.42% 32
2018
Q1 		$1.31M Sell
78,034
-3,968
-5% -$68.3K 0.43% 29
2017
Q4 		$1.4M Buy
82,002
+6,272
+8% +$107K 0.49% 25
2017
Q3 		$1.27M Sell
75,730
-1,030
-1% -$16.8K 0.47% 26
2017
Q2 		$1.22M Sell
76,760
-6,854
-8% -$106K 0.46% 25
2017
Q1 		$1.25M Buy
83,614
+7,886
+10% +$115K 0.5% 25
2016
Q4 		$1.05M Buy
75,728
+468
+0.6% +$6.56K 0.47% 25
2016
Q3 		$1.08M Sell
75,260
-8,402
-10% -$119K 0.45% 25
2016
Q2 		$1.13M Sell
83,662
-54,238
-39% -$742K 0.46% 27
2016
Q1 		$1.87M Buy
137,900
+4,534
+3% +$58.8K 0.78% 19
2015
Q4 		$1.84M Sell
133,366
-30,824
-19% -$442K 0.73% 20
2015
Q3 		$2.25M Buy
+164,190
New +$2.41M 1.22% 16

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Callan Capital's SCHF Position: Q1 2025 in Review

Callan Capital reduced its Schwab International Equity ETF (SCHF) stake by 0.12% in Q1 2025, selling an estimated $95.8K and leaving 3,901,803 shares worth $77.2M. The position accounts for 5.71% of the portfolio, ranked #4.

Callan Capital first reported a position in SCHF in Q3 2015 and has held it in 39 quarters since. The position peaked at $81.1M in Q3 2024. 1,307 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Callan Capital held 3,901,803 shares of Schwab International Equity ETF worth $77.2M as of Q1 2025.
  • Callan Capital sold 4,883 Schwab International Equity ETF shares in Q1 2025, an estimated $95.8K.
  • Schwab International Equity ETF made up 5.71% of Callan Capital's portfolio in Q1 2025, its #4 holding.
  • Callan Capital first reported a position in Schwab International Equity ETF in Q3 2015 and has held it in 39 quarters since.
  • Callan Capital's Schwab International Equity ETF position peaked at $81.1M in Q3 2024.
  • 1,307 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

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