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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$376K 0.02% 430