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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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: Q1 2026 in Review

Callan Family Office held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 30,000 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #637.

Callan Family Office first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Callan Family Office held 30,000 shares of Schwab US Broad Market ETF worth $753K as of Q1 2026.
  • Callan Family Office left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #637 holding.
  • Callan Family Office first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Schwab US Broad Market ETF position peaked at $787K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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