Compass Capital Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Compass Capital Corp’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$204K	Buy	+5,682	New	+$192K	0.09%	169

Other funds holding SCHD

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Compass Capital Corp's SCHD Position: Q3 2026 in Review

Compass Capital Corp opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 5,682 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #169 among its holdings.

2,000 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Compass Capital Corp held 5,682 shares of Schwab US Dividend Equity ETF worth $204K as of Q3 2026.
Schwab US Dividend Equity ETF was a new Compass Capital Corp position in Q3 2026.
Schwab US Dividend Equity ETF made up 0.09% of Compass Capital Corp's portfolio in Q3 2026, its #169 holding.
2,000 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Compass Capital Corp's 13F filing for Q3 2026, filed 12 Nov 2026.