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Disclosery

Callan Capital, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on SCHA, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 94,156 SCHA shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 94,156 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $2,206,071.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 94,155 shares
    Change vs previous 13F +46,371 shares

    0.18% of the 13F portfolio, value $2,434,847.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 47,784 shares
    Change vs previous 13F +9,469 shares

    0.17% of the 13F portfolio, value $2,460,860.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 38,315 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $1,818,069.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 38,359 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,888,792.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 38,358 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,812,051.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 38,357 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,588,756.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 38,356 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,680,010.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).