CFO
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Collective Family Office’s Schwab International Equity ETF SCHF Stock Holding History

Collective Family Office’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$540K Buy
19,649
+2,478
+14% +$68.9K 0.11% 112
2026
Q2 		$476K Buy
17,171
+1,255
+8% +$33.8K 0.1% 122
2026
Q1 		$394K Sell
15,916
-10,089
-39% -$257K 0.09% 121
2025
Q4 		$625K Sell
26,005
-685
-3% -$16.3K 0.14% 100
2025
Q3 		$621K Hold
26,690
– – 0.15% 101
2025
Q2 		$590K Hold
26,690
– – 0.15% 100
2025
Q1 		$528K Buy
26,690
+1,200
+5% +$23.5K 0.14% 102
2024
Q4 		$472K Sell
25,490
-150
-0.6% -$2.93K 0.13% 111
2024
Q3 		$527K Sell
25,640
-6,376
-20% -$126K 0.14% 107
2024
Q2 		$615K Buy
32,016
+4,020
+14% +$77.8K 0.18% 101
2024
Q1 		$546K Sell
27,996
-4,600
-14% -$86K 0.18% 106
2023
Q4 		$602K Sell
32,596
-400
-1% -$6.94K 0.21% 90
2023
Q3 		$560K Sell
32,996
-11,524
-26% -$204K 0.22% 91
2023
Q2 		$794K Buy
44,520
+5,800
+15% +$103K 0.31% 72
2023
Q1 		$674K Buy
38,720
+1,200
+3% +$20.5K 0.28% 81
2022
Q4 		$604K Sell
37,520
-11,400
-23% -$178K 0.27% 80
2022
Q3 		$688K Buy
48,920
+28,504
+140% +$447K 0.34% 76
2022
Q2 		$321K Sell
20,416
-26,790
-57% -$456K 0.14% 141
2022
Q1 		$867K Buy
47,206
+7,200
+18% +$134K 0.33% 84
2021
Q4 		$778K Buy
40,006
+60
+0.2% +$1.18K 0.31% 88
2021
Q3 		$773K Buy
39,946
+8,000
+25% +$159K 0.33% 73
2021
Q2 		$630K Buy
31,946
+1,400
+5% +$27.7K 0.27% 91
2021
Q1 		$575K Buy
30,546
+2,824
+10% +$52.7K 0.28% 93
2020
Q4 		$499K Buy
+27,722
New +$468K 0.28% 88

Other funds holding SCHF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Collective Family Office's SCHF Position: Q3 2026 in Review

Collective Family Office increased its Schwab International Equity ETF (SCHF) stake by 14% in Q3 2026, buying an estimated $68.9K and bringing the position to 19,649 shares worth $540K. The position accounts for 0.11% of the portfolio, ranked #112.

Collective Family Office first reported a position in SCHF in Q4 2020 and has held it in 24 quarters since. The position peaked at $867K in Q1 2022. 103 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Collective Family Office held 19,649 shares of Schwab International Equity ETF worth $540K as of Q3 2026.
  • Collective Family Office bought 2,478 Schwab International Equity ETF shares in Q3 2026, an estimated $68.9K.
  • Schwab International Equity ETF made up 0.11% of Collective Family Office's portfolio in Q3 2026, its #112 holding.
  • Collective Family Office first reported a position in Schwab International Equity ETF in Q4 2020 and has held it in 24 quarters since.
  • Collective Family Office's Schwab International Equity ETF position peaked at $867K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.