Callan Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.27M	Hold	93,000	–	–	0.07%	256
2025 Q1	$2.05M	Hold	93,000	–	–	0.15%	126
2024 Q4	$2.16M	Buy	+93,000	New	+$2.16M	0.14%	138