COMPASS FINANCIAL MANAGEMENT LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38K	Buy	+1,280	New	+$35.8K	﹤0.01%	738

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SCHB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 1,280 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings.

1,241 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,280 shares of Schwab US Broad Market ETF worth $38K as of Q2 2026.
Schwab US Broad Market ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Schwab US Broad Market ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #738 holding.
1,241 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.