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Callan Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

Callan Family Office’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$715K Hold
30,000
– – 0.02% 479
2025
Q1 		$646K Hold
30,000
– – 0.05% 279
2024
Q4 		$681K Buy
+30,000
New +$681K 0.04% 310