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Disclosery

Callan Capital, LLC: SCHB position timeline

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

Callan Capital, LLC held 5,911,420 SCHB 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 5,911,420 shares
    Change vs previous 13F -51,943 shares

    9.41% of the 13F portfolio, value $127,272,868.

    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 5,963,363 shares
    Change vs previous 13F +3,936,534 shares

    9.9% of the 13F portfolio, value $135,368,351.

    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 2,026,829 shares
    Change vs previous 13F -15,029 shares

    9.42% of the 13F portfolio, value $134,824,691.

    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 2,041,858 shares
    Change vs previous 13F +16,998 shares

    10.57% of the 13F portfolio, value $128,371,644.

    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 2,024,860 shares
    Change vs previous 13F -100,756 shares

    10.87% of the 13F portfolio, value $123,617,702.

    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 2,125,616 shares
    Change vs previous 13F +43,432 shares

    11.17% of the 13F portfolio, value $118,333,033.

    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 2,082,184 shares
    Change vs previous 13F -9,526 shares

    11.11% of the 13F portfolio, value $103,796,854.

    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 2,091,710 shares
    Change vs previous 13F not available

    11.96% of the 13F portfolio, value $108,141,423.

    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).