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COMPASS FINANCIAL MANAGEMENT LLC’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$145K Buy
+3,016
New +$150K 0.02% 484

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 3,016 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #484 among its holdings.

428 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,016 shares of Schwab International Small-Cap Equity ETF worth $145K as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #484 holding.
  • 428 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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