Skip to content
Disclosery

Callan Capital, LLC: SCHZ position timeline

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

Callan Capital, LLC held 316,402 SCHZ 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 316,402 shares
    Change vs previous 13F -5,629 shares

    0.54% of the 13F portfolio, value $7,327,861.

    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 322,031 shares
    Change vs previous 13F +161,507 shares

    0.53% of the 13F portfolio, value $7,310,093.

    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 160,524 shares
    Change vs previous 13F +4,615 shares

    0.53% of the 13F portfolio, value $7,628,117.

    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 155,909 shares
    Change vs previous 13F -3,575 shares

    0.58% of the 13F portfolio, value $7,106,339.

    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 159,484 shares
    Change vs previous 13F -1,607 shares

    0.64% of the 13F portfolio, value $7,336,266.

    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 161,091 shares
    Change vs previous 13F +28,549 shares

    0.71% of the 13F portfolio, value $7,510,039.

    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 132,542 shares
    Change vs previous 13F +3,052 shares

    0.63% of the 13F portfolio, value $5,862,344.

    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 129,490 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,977,252.

    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).