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Compass Financial Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Compass Financial Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$145K Buy
+3,016
New +$150K 0.02% 484

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Compass Financial Management opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 3,016 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #484 among its holdings.

495 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Compass Financial Management held 3,016 shares of Schwab International Small-Cap Equity ETF worth $145K as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new Compass Financial Management position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #484 holding.
  • 495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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