Aurelius Family Office’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Aurelius Family Office’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Hold	5,339	–	–	0.1%	45
2026 Q1	$250K	Sell	5,339 -89	-2%	-$4.3K	0.11%	43
2025 Q4	$252K	Hold	5,428	–	–	0.11%	45
2025 Q3	$247K	Sell	5,428 -117	-2%	-$5.14K	0.11%	45
2025 Q2	$236K	Buy	+5,545	New	+$215K	0.11%	45

Other funds holding SCHC

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Aurelius Family Office's SCHC Position: Q2 2026 in Review

Aurelius Family Office held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q2 2026 at 5,339 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #45.

Aurelius Family Office first reported a position in SCHC in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

Aurelius Family Office held 5,339 shares of Schwab International Small-Cap Equity ETF worth $257K as of Q2 2026.
Aurelius Family Office left its Schwab International Small-Cap Equity ETF share count unchanged in Q2 2026.
Schwab International Small-Cap Equity ETF made up 0.1% of Aurelius Family Office's portfolio in Q2 2026, its #45 holding.
Aurelius Family Office first reported a position in Schwab International Small-Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
171 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.