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

CVA 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
Q1 		$79.5K Buy
1,702
+15
+0.9% +$725 0.01% 504
2025
Q4 		$76.8K Buy
1,687
+5
+0.3% +$227 0.01% 478
2025
Q3 		$76.6K Buy
1,682
+23
+1% +$1.01K 0.01% 468
2025
Q2 		$70.7K Sell
1,659
-708
-30% -$27.4K 0.01% 478
2025
Q1 		$84.9K Buy
2,367
+335
+16% +$12K 0.01% 424
2024
Q4 		$69.8K Buy
2,032
+4
+0.2% +$146 0.01% 451
2024
Q3 		$78.1K Sell
2,028
-95
-4% -$3.5K 0.01% 422
2024
Q2 		$75.5K Sell
2,123
-25,701
-92% -$916K 0.01% 408
2024
Q1 		$996K Hold
27,824
– – 0.18% 90
2023
Q4 		$971K Sell
27,824
-19
-0.1% -$616 0.19% 86
2023
Q3 		$898K Sell
27,843
-6,715
-19% -$228K 0.2% 84
2023
Q2 		$1.17M Buy
34,558
+29
+0.1% +$981 0.24% 69
2023
Q1 		$1.16M Buy
34,529
+3
+0% +$100 0.26% 64
2022
Q4 		$1.09M Sell
34,526
-11,596
-25% -$353K 0.26% 63
2022
Q3 		$1.28M Sell
46,122
-3,970
-8% -$125K 0.35% 55
2022
Q2 		$1.56M Sell
50,092
-2,396
-5% -$83K 0.43% 49
2022
Q1 		$1.99M Sell
52,488
-3,974
-7% -$152K 0.48% 43
2021
Q4 		$2.31M Buy
56,462
+43,052
+321% +$1.8M 0.58% 39
2021
Q3 		$436K Sell
13,410
-36,405
-73% -$1.55M 0.32% 55
2021
Q2 		$2.07M Buy
49,815
+40,151
+415% +$1.68M 0.59% 38
2021
Q1 		$381K Sell
9,664
-1,600
-14% -$62.4K 0.14% 88
2020
Q4 		$424K Sell
11,264
-2,146
-16% -$74.9K 0.26% 61
2020
Q3 		$436K Hold
13,410
– – 0.32% 55
2020
Q2 		$397K Sell
13,410
-1,200
-8% -$33.1K 0.33% 49
2020
Q1 		$356K Sell
14,610
-1,164
-7% -$35.8K 0.36% 54
2019
Q4 		$547K Buy
+15,774
New +$526K 0.5% 41

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CVA Family Office's SCHC Position: Q1 2026 in Review

CVA Family Office increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.89% in Q1 2026, buying an estimated $725 and bringing the position to 1,702 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #504.

CVA Family Office first reported a position in SCHC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.31M in Q4 2021. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • CVA Family Office held 1,702 shares of Schwab International Small-Cap Equity ETF worth $79.5K as of Q1 2026.
  • CVA Family Office bought 15 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $725.
  • Schwab International Small-Cap Equity ETF made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #504 holding.
  • CVA Family Office first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Schwab International Small-Cap Equity ETF position peaked at $2.31M in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.