Compass Financial Management
SCHB icon

Compass Financial Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Compass Financial Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.8K Buy
1,837
+557
+44% +$16.3K 0.01% 724
2026
Q2 		$38K Buy
+1,280
New +$35.8K ﹤0.01% 738

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Compass Financial Management's SCHB Position: Q3 2026 in Review

Compass Financial Management increased its Schwab US Broad Market ETF (SCHB) stake by 44% in Q3 2026, buying an estimated $16.3K and bringing the position to 1,837 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #724.

Compass Financial Management first reported a position in SCHB in Q2 2026 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Compass Financial Management held 1,837 shares of Schwab US Broad Market ETF worth $53.8K as of Q3 2026.
  • Compass Financial Management bought 557 Schwab US Broad Market ETF shares in Q3 2026, an estimated $16.3K.
  • Schwab US Broad Market ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #724 holding.
  • Compass Financial Management first reported a position in Schwab US Broad Market ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.