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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$869K	Hold	30,000	–	–	0.02%	634
2026 Q1	$753K	Hold	30,000	–	–	0.02%	637
2025 Q4	$787K	Hold	30,000	–	–	0.02%	616
2025 Q3	$771K	Hold	30,000	–	–	0.02%	424
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	+$685K	0.04%	310

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Callan Family Office held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 30,000 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #634.

Callan Family Office first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Callan Family Office held 30,000 shares of Schwab US Broad Market ETF worth $869K as of Q2 2026.
Callan Family Office left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #634 holding.
Callan Family Office first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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