Compass Capital Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Compass Capital Corp’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 Q1	$934K	Buy	32,444 +529	+2%	+$14.2K	0.33%	73
2025 Q4	$871K	Sell	31,915 -5,491	-15%	-$147K	0.33%	73
2025 Q3	$1.01M	Hold	37,406	–	–	0.44%	63
2025 Q2	$943K	Sell	37,406 -12,644	-25%	-$286K	0.44%	65
2025 Q1	$1.01M	Hold	50,050	–	–	0.53%	57
2024 Q4	$1.16M	Buy	+50,050	New	+$1.17M	0.45%	72

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Compass Capital Corp's SCHX Position: Q1 2026 in Review

Compass Capital Corp increased its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q1 2026, buying an estimated $14.2K and bringing the position to 32,444 shares worth $934K. The position accounts for 0.33% of the portfolio, ranked #73.

Compass Capital Corp first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Compass Capital Corp held 32,444 shares of Schwab US Large- Cap ETF worth $934K as of Q1 2026.
Compass Capital Corp bought 529 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $14.2K.
Schwab US Large- Cap ETF made up 0.33% of Compass Capital Corp's portfolio in Q1 2026, its #73 holding.
Compass Capital Corp first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Compass Capital Corp's Schwab US Large- Cap ETF position peaked at $1.16M in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Compass Capital Corp's 13F filing for Q1 2026, filed 8 May 2026.