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Disclosery

Callan Capital, LLC: SCHE position timeline

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

Callan Capital, LLC held 277,822 SCHE 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 277,822 shares
    Change vs previous 13F -3,243 shares

    0.57% of the 13F portfolio, value $7,659,566.

    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 281,065 shares
    Change vs previous 13F +22,867 shares

    0.55% of the 13F portfolio, value $7,484,774.

    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 258,198 shares
    Change vs previous 13F -17,678 shares

    0.53% of the 13F portfolio, value $7,534,210.

    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 275,876 shares
    Change vs previous 13F -15,689 shares

    0.6% of the 13F portfolio, value $7,327,254.

    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 291,565 shares
    Change vs previous 13F +6,229 shares

    0.65% of the 13F portfolio, value $7,362,006.

    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 285,336 shares
    Change vs previous 13F +69,848 shares

    0.67% of the 13F portfolio, value $7,073,473.

    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 215,488 shares
    Change vs previous 13F +980 shares

    0.55% of the 13F portfolio, value $5,158,781.

    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 214,508 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,283,333.

    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).