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Compass Financial Group (South Dakota)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Buy
102,399
+8,561
+9% +$273K 0.44% 21
2025
Q4 		$2.82M Buy
93,838
+1,009
+1% +$30.1K 0.4% 22
2025
Q3 		$2.75M Buy
92,829
+2,999
+3% +$87.3K 0.41% 22
2025
Q2 		$2.52M Buy
89,830
+7,906
+10% +$209K 0.41% 22
2025
Q1 		$2.15M Buy
81,924
+4,353
+6% +$121K 0.41% 23
2024
Q4 		$2.15M Buy
77,571
+810
+1% +$23.1K 0.41% 22
2024
Q3 		$2.13M Buy
76,761
+4,821
+7% +$128K 0.42% 22
2024
Q2 		$1.87M Buy
71,940
+6,675
+10% +$175K 0.4% 23
2024
Q1 		$1.77M Buy
65,265
+9,672
+17% +$247K 0.41% 23
2023
Q4 		$1.4M Buy
55,593
+30,657
+123% +$702K 0.37% 24
2023
Q3 		$563K Buy
24,936
+3,399
+16% +$80.5K 0.17% 45
2023
Q2 		$510K Buy
21,537
+5,706
+36% +$129K 0.15% 46
2023
Q1 		$358K Buy
15,831
+1,074
+7% +$24.7K 0.12% 56
2022
Q4 		$323K Buy
+14,757
New +$323K 0.12% 59

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Compass Financial Group (South Dakota)'s SCHM Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Schwab US Mid-Cap ETF (SCHM) stake by 9.1% in Q1 2026, buying an estimated $273K and bringing the position to 102,399 shares worth $3.17M. The position accounts for 0.44% of the portfolio, ranked #21.

Compass Financial Group (South Dakota) first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Compass Financial Group (South Dakota) held 102,399 shares of Schwab US Mid-Cap ETF worth $3.17M as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 8,561 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $273K.
  • Schwab US Mid-Cap ETF made up 0.44% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #21 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.