SDWIA
CALY

Schwarz Dygos Wheeler Investment Advisors’s Callaway Golf Company CALY Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,020
Closed -$88.7K – 167
2025
Q2 		$88.7K Hold
11,020
– – 0.02% 160
2025
Q1 		$72.6K Buy
+11,020
New +$80.9K 0.02% 157

Other funds holding CALY

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CALY Position: Q3 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Callaway Golf Company (CALY) in Q3 2025, closing a stake of 11,020 shares — an estimated $88.7K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CALY in Q1 2025 and held it in 2 quarters. The position peaked at $88.7K in Q2 2025. 283 funds tracked by Wall St. Rank hold CALY as of Q3 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Callaway Golf Company position as of Q3 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 11,020 Callaway Golf Company shares in Q3 2025, an estimated $88.7K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Callaway Golf Company in Q1 2025 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Callaway Golf Company position peaked at $88.7K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.