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COMPASS FINANCIAL MANAGEMENT LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.43K Buy
+206
New +$7.19K ﹤0.01% 1114

Other funds holding SCHK

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 206 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings.

213 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 206 shares of Schwab 1000 Index ETF worth $7.43K as of Q2 2026.
  • Schwab 1000 Index ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1114 holding.
  • 213 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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