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Compass Financial Group (South Dakota)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$927K Buy
25,445
+16,142
+174% +$590K 0.1% 55
2026
Q2 		$337K Buy
+9,303
New +$332K 0.04% 82

Other funds holding SCHE

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Compass Financial Group (South Dakota)'s SCHE Position: Q3 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 174% in Q3 2026, buying an estimated $590K and bringing the position to 25,445 shares worth $927K. The position accounts for 0.1% of the portfolio, ranked #55.

Compass Financial Group (South Dakota) first reported a position in SCHE in Q2 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Compass Financial Group (South Dakota) held 25,445 shares of Schwab Emerging Markets Equity ETF worth $927K as of Q3 2026.
  • Compass Financial Group (South Dakota) bought 16,142 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $590K.
  • Schwab Emerging Markets Equity ETF made up 0.1% of Compass Financial Group (South Dakota)'s portfolio in Q3 2026, its #55 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.