Callan Capital’s Schwab US REIT ETF SCHH Stock Holding History

Callan Capital’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$381K	Hold	17,730	–	–	0.03%	245
2024 Q4	$373K	Sell	17,730 -200	-1%	-$4.47K	0.03%	223
2024 Q3	$415K	Sell	17,930 -170	-0.9%	-$3.72K	0.03%	209
2024 Q2	$361K	Sell	18,100 -16	-0.1%	-$312	0.03%	208
2024 Q1	$368K	Hold	18,116	–	–	0.03%	176
2023 Q4	$375K	Sell	18,116 -3,000	-14%	-$55.8K	0.04%	150
2023 Q3	$375K	Buy	21,116 +3,000	+17%	+$57.7K	0.04%	139
2023 Q2	$354K	Hold	18,116	–	–	0.04%	131
2023 Q1	$353K	Buy	18,116 +286	+2%	+$5.73K	0.04%	132
2022 Q4	$344K	Buy	17,830 +536	+3%	+$10.3K	0.04%	132
2022 Q3	$323K	Hold	17,294	–	–	0.05%	102
2022 Q2	$365K	Hold	17,294	–	–	0.06%	85
2022 Q1	$430K	Buy	17,294 +5,268	+44%	+$127K	0.06%	85
2021 Q4	$317K	Buy	+12,026	New	+$296K	0.05%	102

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Callan Capital's SCHH Position: Q1 2025 in Review

Callan Capital held its Schwab US REIT ETF (SCHH) position steady in Q1 2025 at 17,730 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #245.

Callan Capital first reported a position in SCHH in Q4 2021 and has held it in 14 quarters since. The position peaked at $430K in Q1 2022. 507 funds tracked by Wall St. Rank hold SCHH as of Q1 2025.

Callan Capital held 17,730 shares of Schwab US REIT ETF worth $381K as of Q1 2025.
Callan Capital left its Schwab US REIT ETF share count unchanged in Q1 2025.
Schwab US REIT ETF made up 0.03% of Callan Capital's portfolio in Q1 2025, its #245 holding.
Callan Capital first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 14 quarters since.
Callan Capital's Schwab US REIT ETF position peaked at $430K in Q1 2022.
507 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2025.

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