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Compass Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Compass Advisory Group’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
471,708
+7,512
+2% +$203K 3.11% 13
2026
Q1 		$11.5M Buy
464,196
+56,319
+14% +$1.43M 3.07% 13
2025
Q4 		$9.81M Buy
407,877
+11,222
+3% +$267K 2.65% 12
2025
Q3 		$9.23M Buy
396,655
+811
+0.2% +$18.3K 2.59% 13
2025
Q2 		$8.75M Buy
395,844
+57,894
+17% +$1.21M 2.77% 9
2025
Q1 		$6.68M Sell
337,950
-11,401
-3% -$224K 2.33% 11
2024
Q4 		$6.46M Sell
349,351
-29,507
-8% -$576K 2.31% 11
2024
Q3 		$7.79M Sell
378,858
-35,960
-9% -$711K 3.03% 10
2024
Q2 		$8.04M Sell
414,818
-5,508
-1% -$107K 3.57% 8
2024
Q1 		$8.2M Buy
420,326
+278
+0.1% +$5.2K 3.63% 8
2023
Q4 		$7.76M Sell
420,048
-216,132
-34% -$3.75M 3.72% 8
2023
Q3 		$10.8M Buy
636,180
+126,640
+25% +$2.24M 5.67% 5
2023
Q2 		$9.08M Buy
509,540
+187,294
+58% +$3.33M 4.79% 8
2023
Q1 		$5.61M Buy
322,246
+23,156
+8% +$396K 3.27% 10
2022
Q4 		$5.19M Buy
299,090
+51,682
+21% +$807K 2.98% 11
2022
Q3 		$3.48M Buy
247,408
+112
+0% +$1.76K 1.95% 16
2022
Q2 		$3.89M Buy
247,296
+161,220
+187% +$2.75M 2.11% 15
2022
Q1 		$1.58M Buy
86,076
+52,940
+160% +$984K 0.82% 25
2021
Q4 		$644K Buy
+33,136
New +$651K 0.35% 36

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Compass Advisory Group's SCHF Position: Q2 2026 in Review

Compass Advisory Group increased its Schwab International Equity ETF (SCHF) stake by 1.6% in Q2 2026, buying an estimated $203K and bringing the position to 471,708 shares worth $13.1M. The position accounts for 3.11% of the portfolio, ranked #13.

Compass Advisory Group first reported a position in SCHF in Q4 2021 and has held it in 19 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Compass Advisory Group held 471,708 shares of Schwab International Equity ETF worth $13.1M as of Q2 2026.
  • Compass Advisory Group bought 7,512 Schwab International Equity ETF shares in Q2 2026, an estimated $203K.
  • Schwab International Equity ETF made up 3.11% of Compass Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Compass Advisory Group first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Compass Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.