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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Callan Family Office's SCHA Position: Q1 2026 in Review

Callan Family Office held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 14,548 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #820.

Callan Family Office first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Callan Family Office held 14,548 shares of Schwab U.S Small- Cap ETF worth $423K as of Q1 2026.
Callan Family Office left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #820 holding.
Callan Family Office first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.