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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Callan Family Office's SCHX Position: Q1 2026 in Review

Callan Family Office held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 93,000 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #309.

Callan Family Office first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Callan Family Office held 93,000 shares of Schwab US Large- Cap ETF worth $2.38M as of Q1 2026.
Callan Family Office left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #309 holding.
Callan Family Office first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's Schwab US Large- Cap ETF position peaked at $2.5M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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