Collective Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History

Collective Family Office’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Sell	9,425 -165	-2%	-$4.71K	0.06%	149
2026 Q1	$246K	Sell	9,590 -300	-3%	-$8.05K	0.06%	149
2025 Q4	$266K	Sell	9,890 -345	-3%	-$9.21K	0.06%	145
2025 Q3	$270K	Sell	10,235 -425	-4%	-$10.8K	0.06%	144
2025 Q2	$261K	Sell	10,660 -5,060	-32%	-$114K	0.07%	146
2025 Q1	$347K	Hold	15,720	–	–	0.09%	121
2024 Q4	$364K	Hold	15,720	–	–	0.1%	125
2024 Q3	$356K	Sell	15,720 -5,250	-25%	-$114K	0.1%	133
2024 Q2	$449K	Hold	20,970	–	–	0.13%	116
2024 Q1	$434K	Hold	20,970	–	–	0.14%	116
2023 Q4	$394K	Buy	20,970 +4,320	+26%	+$75.9K	0.14%	113
2023 Q3	$281K	Sell	16,650 -600	-3%	-$10.5K	0.11%	137
2023 Q2	$301K	Buy	17,250 +105	+0.6%	+$1.73K	0.12%	139
2023 Q1	$276K	Sell	17,145 -15,900	-48%	-$250K	0.11%	139
2022 Q4	$497K	Sell	33,045 -13,200	-29%	-$200K	0.22%	93
2022 Q3	$653K	Sell	46,245 -51,822	-53%	-$813K	0.33%	81
2022 Q2	$1.46M	Buy	98,067 +78,255	+395%	+$1.27M	0.63%	50
2022 Q1	$356K	Sell	19,812 -9,324	-32%	-$165K	0.14%	143
2021 Q4	$553K	Sell	29,136 -132	-0.5%	-$2.44K	0.22%	106
2021 Q3	$507K	Sell	29,268 -9,120	-24%	-$163K	0.22%	102
2021 Q2	$665K	Sell	38,388 -24,594	-39%	-$415K	0.28%	88
2021 Q1	$1.01M	Sell	62,982 -9,768	-13%	-$153K	0.49%	58
2020 Q4	$1.1M	Buy	+72,750	New	+$1.04M	0.61%	48

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Collective Family Office reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, selling an estimated $4.71K and leaving 9,425 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #149.

Collective Family Office first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2022. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Collective Family Office held 9,425 shares of Schwab US Large- Cap ETF worth $277K as of Q2 2026.
Collective Family Office sold 165 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.71K.
Schwab US Large- Cap ETF made up 0.06% of Collective Family Office's portfolio in Q2 2026, its #149 holding.
Collective Family Office first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's Schwab US Large- Cap ETF position peaked at $1.46M in Q2 2022.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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