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COMPASS FINANCIAL MANAGEMENT LLC’s Schwab International Dividend Equity ETF SCHY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SCHY Stock Details SCHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03K Buy
+127
New +$4.1K ﹤0.01% 1218

Other funds holding SCHY

HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TICI
TriCert Investment Counsel Inc. Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 127 shares worth $4.03K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

167 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 127 shares of Schwab International Dividend Equity ETF worth $4.03K as of Q2 2026.
  • Schwab International Dividend Equity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1218 holding.
  • 167 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

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