CFML
SCHI icon

COMPASS FINANCIAL MANAGEMENT LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Buy
+17,532
New +$397K 0.05% 302

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
VST
Van Strum & Towne San Francisco, California $367M AUM 19.6% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026: 17,532 shares worth $397K. The stake represents 0.05% of the portfolio and ranks #302 among its holdings.

204 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 17,532 shares of Schwab 5-10 Year Corporate Bond ETF worth $397K as of Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #302 holding.
  • 204 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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