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Disclosery

Callan Capital, LLC: SCHX position timeline

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

Callan Capital, LLC held 80,030 SCHX 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 80,030 shares
    Change vs previous 13F +32,211 shares

    0.13% of the 13F portfolio, value $1,767,056.

    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 47,819 shares
    Change vs previous 13F +24,523 shares

    0.08% of the 13F portfolio, value $1,108,455.

    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 23,296 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $1,580,648.

    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 23,246 shares
    Change vs previous 13F -6 shares

    0.12% of the 13F portfolio, value $1,493,586.

    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 23,252 shares
    Change vs previous 13F -1,596 shares

    0.13% of the 13F portfolio, value $1,443,027.

    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 24,848 shares
    Change vs previous 13F -1,753 shares

    0.13% of the 13F portfolio, value $1,401,431.

    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 26,601 shares
    Change vs previous 13F +7,077 shares

    0.14% of the 13F portfolio, value $1,345,996.

    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 19,524 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,022,492.

    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).