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 Q2	$534K	Sell	17,505 -14,939	-46%	-$427K	0.17%	115
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 $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Compass Capital Corp's SCHX Position: Q2 2026 in Review

Compass Capital Corp reduced its Schwab US Large- Cap ETF (SCHX) stake by 46% in Q2 2026, selling an estimated $427K and leaving 17,505 shares worth $534K. The position accounts for 0.17% of the portfolio, ranked #115.

Compass Capital Corp first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Compass Capital Corp held 17,505 shares of Schwab US Large- Cap ETF worth $534K as of Q2 2026.
Compass Capital Corp sold 14,939 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $427K.
Schwab US Large- Cap ETF made up 0.17% of Compass Capital Corp's portfolio in Q2 2026, its #115 holding.
Compass Capital Corp first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Compass Capital Corp's Schwab US Large- Cap ETF position peaked at $1.16M in Q4 2024.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Compass Capital Corp's 13F filing for Q2 2026, filed 13 Aug 2026.