CFML
SCHR

COMPASS FINANCIAL MANAGEMENT LLC’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+9,460
New +$234K 0.03% 393

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ETC
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CWA
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MFT
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 9,460 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #393 among its holdings.

416 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 9,460 shares of Schwab Intermediately-Term US Treasury ETF worth $233K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #393 holding.
  • 416 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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