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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
Q2 		$9.96M Buy
338,499
+240,503
+245% +$6.87M 1.14% 14
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 $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Compass Financial Group (South Dakota) increased its Schwab US Large- Cap ETF (SCHX) stake by 245% in Q2 2026, buying an estimated $6.87M and bringing the position to 338,499 shares worth $9.96M. The position accounts for 1.14% of the portfolio, ranked #14.

Compass Financial Group (South Dakota) first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Compass Financial Group (South Dakota) held 338,499 shares of Schwab US Large- Cap ETF worth $9.96M as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 240,503 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.87M.
  • Schwab US Large- Cap ETF made up 1.14% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #14 holding.
  • Compass Financial Group (South Dakota) first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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