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Callan Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Callan Capital’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$700K Sell
27,974
-1,766
-6% -$48.4K 0.05% 161
2024
Q4 		$829K Buy
29,740
+12
+0% +$328 0.06% 123
2024
Q3 		$774K Sell
29,728
-96
-0.3% -$2.42K 0.05% 130
2024
Q2 		$752K Buy
29,824
+10,144
+52% +$239K 0.06% 128
2024
Q1 		$456K Buy
19,680
+208
+1% +$4.6K 0.04% 151
2023
Q4 		$404K Buy
19,472
+4,212
+28% +$81.5K 0.04% 144
2023
Q3 		$277K Hold
15,260
– – 0.03% 164
2023
Q2 		$286K Buy
+15,260
New +$262K 0.03% 149

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Callan Capital's SCHG Position: Q1 2025 in Review

Callan Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.9% in Q1 2025, selling an estimated $48.4K and leaving 27,974 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #161.

Callan Capital first reported a position in SCHG in Q2 2023 and has held it in 8 quarters since. The position peaked at $829K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Callan Capital held 27,974 shares of Schwab US Large-Cap Growth ETF worth $700K as of Q1 2025.
  • Callan Capital sold 1,766 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $48.4K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Callan Capital's portfolio in Q1 2025, its #161 holding.
  • Callan Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 8 quarters since.
  • Callan Capital's Schwab US Large-Cap Growth ETF position peaked at $829K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

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