Callan Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Callan Family Office’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$582K	Buy	16,098 +1,550	+11%	+$51.2K	0.01%	766
2026 Q1	$423K	Hold	14,548	–	–	0.01%	820
2025 Q4	$414K	Hold	14,548	–	–	0.01%	834
2025 Q3	$406K	Hold	14,548	–	–	0.01%	608
2025 Q2	$368K	Hold	14,548	–	–	0.01%	704
2025 Q1	$341K	Hold	14,548	–	–	0.03%	396
2024 Q4	$376K	Buy	+14,548	New	+$387K	0.02%	430

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Callan Family Office's SCHA Position: Q2 2026 in Review

Callan Family Office increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, buying an estimated $51.2K and bringing the position to 16,098 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #766.

Callan Family Office first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Callan Family Office held 16,098 shares of Schwab U.S Small- Cap ETF worth $582K as of Q2 2026.
Callan Family Office bought 1,550 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $51.2K.
Schwab U.S Small- Cap ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #766 holding.
Callan Family Office first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.