COMPASS FINANCIAL MANAGEMENT LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	+42,909	New	+$1.23M	0.15%	155

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 42,909 shares worth $1.27M. The stake represents 0.15% of the portfolio and ranks #155 among its holdings.

1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 42,909 shares of Schwab US Large- Cap ETF worth $1.27M as of Q2 2026.
Schwab US Large- Cap ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Schwab US Large- Cap ETF made up 0.15% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #155 holding.
1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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