Compass Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Compass Financial Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$604K	Buy	+16,711	New	+$552K	0.07%	247

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Compass Financial Management's SCHA Position: Q2 2026 in Review

Compass Financial Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 16,711 shares worth $604K. The stake represents 0.07% of the portfolio and ranks #247 among its holdings.

1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Compass Financial Management held 16,711 shares of Schwab U.S Small- Cap ETF worth $604K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Compass Financial Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #247 holding.
1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.