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

Collective 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 		$744K Sell
15,470
-260
-2% -$12.9K 0.15% 96
2026
Q1 		$735K Sell
15,730
-392
-2% -$19K 0.17% 92
2025
Q4 		$734K Sell
16,122
-230
-1% -$10.4K 0.17% 91
2025
Q3 		$744K Buy
16,352
+1,674
+11% +$73.5K 0.18% 91
2025
Q2 		$625K Buy
14,678
+2,462
+20% +$95.4K 0.16% 98
2025
Q1 		$438K Sell
12,216
-3,084
-20% -$110K 0.12% 108
2024
Q4 		$525K Sell
15,300
-1,655
-10% -$60.3K 0.14% 104
2024
Q3 		$653K Buy
16,955
+218
+1% +$8.03K 0.18% 96
2024
Q2 		$596K Buy
16,737
+17
+0.1% +$606 0.18% 104
2024
Q1 		$599K Sell
16,720
-511
-3% -$17.6K 0.19% 101
2023
Q4 		$601K Sell
17,231
-4,987
-22% -$162K 0.21% 91
2023
Q3 		$717K Buy
22,218
+1,496
+7% +$50.7K 0.28% 77
2023
Q2 		$700K Buy
20,722
+2,706
+15% +$91.5K 0.27% 79
2023
Q1 		$607K Buy
18,016
+948
+6% +$31.6K 0.25% 86
2022
Q4 		$537K Sell
17,068
-7,475
-30% -$228K 0.24% 87
2022
Q3 		$681K Sell
24,543
-13,833
-36% -$436K 0.34% 77
2022
Q2 		$1.2M Sell
38,376
-52,489
-58% -$1.82M 0.52% 57
2022
Q1 		$3.45M Sell
90,865
-30,073
-25% -$1.15M 1.32% 21
2021
Q4 		$4.95M Sell
120,938
-1,968
-2% -$82.1K 1.95% 8
2021
Q3 		$5.1M Buy
122,906
+21,908
+22% +$931K 2.19% 7
2021
Q2 		$4.2M Buy
100,998
+20,166
+25% +$842K 1.8% 13
2021
Q1 		$3.19M Buy
80,832
+26,512
+49% +$1.03M 1.56% 15
2020
Q4 		$2.04M Buy
+54,320
New +$1.9M 1.14% 25

Other funds holding SCHC

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 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
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Collective Family Office reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.7% in Q2 2026, selling an estimated $12.9K and leaving 15,470 shares worth $744K. The position accounts for 0.15% of the portfolio, ranked #96.

Collective Family Office first reported a position in SCHC in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.1M in Q3 2021. 248 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Collective Family Office held 15,470 shares of Schwab International Small-Cap Equity ETF worth $744K as of Q2 2026.
  • Collective Family Office sold 260 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $12.9K.
  • Schwab International Small-Cap Equity ETF made up 0.15% of Collective Family Office's portfolio in Q2 2026, its #96 holding.
  • Collective Family Office first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Schwab International Small-Cap Equity ETF position peaked at $5.1M in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.