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COMPASS FINANCIAL MANAGEMENT LLC’s Schwab International Equity ETF SCHF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$677K Buy
+24,437
New +$659K 0.08% 228

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MMA
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 24,437 shares worth $677K. The stake represents 0.08% of the portfolio and ranks #228 among its holdings.

1,404 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 24,437 shares of Schwab International Equity ETF worth $677K as of Q2 2026.
  • Schwab International Equity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab International Equity ETF made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #228 holding.
  • 1,404 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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