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

Compass Financial Group (South Dakota)’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 		$2.51M Sell
97,996
-4,434
-4% -$119K 0.35% 25
2025
Q4 		$2.76M Buy
102,430
+2,573
+3% +$68.7K 0.39% 23
2025
Q3 		$2.63M Buy
99,857
+417
+0.4% +$10.6K 0.4% 23
2025
Q2 		$2.43M Buy
99,440
+5,351
+6% +$121K 0.4% 23
2025
Q1 		$2.08M Buy
94,089
+1,680
+2% +$39.1K 0.39% 24
2024
Q4 		$2.14M Buy
92,409
+3,126
+4% +$72.9K 0.41% 23
2024
Q3 		$2.02M Sell
89,283
-5,523
-6% -$120K 0.4% 23
2024
Q2 		$2.03M Buy
94,806
+8,619
+10% +$178K 0.44% 22
2024
Q1 		$1.78M Buy
86,187
+2,646
+3% +$52.1K 0.41% 22
2023
Q4 		$1.57M Buy
83,541
+1,377
+2% +$24.2K 0.41% 21
2023
Q3 		$1.39M Buy
82,164
+7,980
+11% +$140K 0.41% 22
2023
Q2 		$1.29M Buy
74,184
+8,550
+13% +$141K 0.39% 21
2023
Q1 		$1.06M Sell
65,634
-2,625
-4% -$41.3K 0.35% 21
2022
Q4 		$1.03M Buy
+68,259
New +$1.03M 0.37% 21

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Compass Financial Group (South Dakota) reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.3% in Q1 2026, selling an estimated $119K and leaving 97,996 shares worth $2.51M. The position accounts for 0.35% of the portfolio, ranked #25.

Compass Financial Group (South Dakota) first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.76M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Compass Financial Group (South Dakota) held 97,996 shares of Schwab US Large- Cap ETF worth $2.51M as of Q1 2026.
  • Compass Financial Group (South Dakota) sold 4,434 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $119K.
  • Schwab US Large- Cap ETF made up 0.35% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #25 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Compass Financial Group (South Dakota)'s Schwab US Large- Cap ETF position peaked at $2.76M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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