CFML
SCHQ

COMPASS FINANCIAL MANAGEMENT LLC’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Buy
+50,314
New +$1.57M 0.19% 134

Other funds holding SCHQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab Long-Term US Treasury ETF (SCHQ) in Q2 2026: 50,314 shares worth $1.57M. The stake represents 0.19% of the portfolio and ranks #134 among its holdings.

83 funds tracked by Wall St. Rank hold SCHQ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 50,314 shares of Schwab Long-Term US Treasury ETF worth $1.57M as of Q2 2026.
  • Schwab Long-Term US Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab Long-Term US Treasury ETF made up 0.19% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #134 holding.
  • 83 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q2 2026.

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