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Callan Capital, LLC: SCHF position timeline

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

Callan Capital, LLC held 3,901,803 SCHF 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 3,901,803 shares
    Change vs previous 13F -4,883 shares

    5.71% of the 13F portfolio, value $77,177,664.

    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 3,906,686 shares
    Change vs previous 13F +1,933,241 shares

    5.29% of the 13F portfolio, value $72,273,682.

    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 1,973,445 shares
    Change vs previous 13F -73,107 shares

    5.67% of the 13F portfolio, value $81,148,046.

    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 2,046,552 shares
    Change vs previous 13F +7,753 shares

    6.47% of the 13F portfolio, value $78,628,520.

    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 2,038,799 shares
    Change vs previous 13F -65,202 shares

    6.99% of the 13F portfolio, value $79,553,945.

    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 2,104,001 shares
    Change vs previous 13F -7,859 shares

    7.34% of the 13F portfolio, value $77,763,890.

    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 2,111,860 shares
    Change vs previous 13F +202,945 shares

    7.68% of the 13F portfolio, value $71,718,773.

    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 1,908,915 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $68,052,826.

    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).