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

Callan Capital’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.77M Buy
80,030
+32,211
+67% +$750K 0.13% 77
2024
Q4 		$1.11M Sell
47,819
-22,069
-32% -$514K 0.08% 102
2024
Q3 		$1.58M Buy
69,888
+150
+0.2% +$3.27K 0.11% 89
2024
Q2 		$1.49M Sell
69,738
-18
-0% -$372 0.12% 90
2024
Q1 		$1.44M Sell
69,756
-4,788
-6% -$94.3K 0.13% 82
2023
Q4 		$1.4M Sell
74,544
-5,259
-7% -$92.4K 0.13% 78
2023
Q3 		$1.35M Buy
79,803
+21,231
+36% +$372K 0.14% 69
2023
Q2 		$1.02M Buy
58,572
+17,673
+43% +$292K 0.11% 79
2023
Q1 		$659K Buy
40,899
+2,097
+5% +$33K 0.08% 91
2022
Q4 		$584K Sell
38,802
-14,502
-27% -$220K 0.07% 100
2022
Q3 		$752K Sell
53,304
-2,991
-5% -$46.9K 0.12% 69
2022
Q2 		$838K Sell
56,295
-3,060
-5% -$49.6K 0.13% 64
2022
Q1 		$1.06M Buy
59,355
+28,713
+94% +$508K 0.15% 63
2021
Q4 		$581K Buy
+30,642
New +$566K 0.08% 71

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Callan Capital's SCHX Position: Q1 2025 in Review

Callan Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 67% in Q1 2025, buying an estimated $750K and bringing the position to 80,030 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #77.

Callan Capital first reported a position in SCHX in Q4 2021 and has held it in 14 quarters since. 1,354 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Callan Capital held 80,030 shares of Schwab US Large- Cap ETF worth $1.77M as of Q1 2025.
  • Callan Capital bought 32,211 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $750K.
  • Schwab US Large- Cap ETF made up 0.13% of Callan Capital's portfolio in Q1 2025, its #77 holding.
  • Callan Capital first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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