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

Callan Family Office’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Hold
93,000
– – 0.05% 307
2026
Q1 		$2.38M Hold
93,000
– – 0.05% 309
2025
Q4 		$2.5M Hold
93,000
– – 0.05% 312
2025
Q3 		$2.45M Hold
93,000
– – 0.08% 238
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 +$2.17M 0.14% 138

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Callan Family Office held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 93,000 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #307.

Callan Family Office first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Callan Family Office held 93,000 shares of Schwab US Large- Cap ETF worth $2.74M as of Q2 2026.
  • Callan Family Office left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #307 holding.
  • Callan Family Office first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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