COMPASS FINANCIAL MANAGEMENT LLC’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.1K	Buy	+1,464	New	+$52.3K	0.01%	678

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2026: 1,464 shares worth $53.1K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

759 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,464 shares of Schwab Emerging Markets Equity ETF worth $53.1K as of Q2 2026.
Schwab Emerging Markets Equity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #678 holding.
759 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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