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Compass Financial Group (South Dakota)’s Schwab International Equity ETF SCHF Stock Holding History

Compass Financial Group (South Dakota)’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 		$1.63M Buy
58,979
+50,390
+587% +$1.36M 0.19% 36
2026
Q1 		$213K Sell
8,589
-549
-6% -$14K 0.03% 96
2025
Q4 		$220K Buy
9,138
+32
+0.4% +$761 0.03% 95
2025
Q3 		$212K Hold
9,106
– – 0.03% 97
2025
Q2 		$201K Buy
+9,106
New +$190K 0.03% 92
2024
Q2 		– Sell
-15,072
Closed -$294K – 94
2024
Q1 		$294K Sell
15,072
-1,348
-8% -$25.2K 0.07% 71
2023
Q4 		$303K Sell
16,420
-3,676
-18% -$63.8K 0.08% 69
2023
Q3 		$341K Sell
20,096
-550
-3% -$9.72K 0.1% 59
2023
Q2 		$368K Sell
20,646
-2,550
-11% -$45.3K 0.11% 58
2023
Q1 		$404K Sell
23,196
-1,054
-4% -$18K 0.13% 49
2022
Q4 		$391K Buy
+24,250
New +$379K 0.14% 50

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MMA
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SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Compass Financial Group (South Dakota)'s SCHF Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab International Equity ETF (SCHF) stake by 587% in Q2 2026, buying an estimated $1.36M and bringing the position to 58,979 shares worth $1.63M. The position accounts for 0.19% of the portfolio, ranked #36.

Compass Financial Group (South Dakota) first reported a position in SCHF in Q4 2022 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Compass Financial Group (South Dakota) held 58,979 shares of Schwab International Equity ETF worth $1.63M as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 50,390 Schwab International Equity ETF shares in Q2 2026, an estimated $1.36M.
  • Schwab International Equity ETF made up 0.19% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #36 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 11 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.