Compass Financial Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.26M	Buy	+160,913	New	+$5.1M	0.63%	35

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Compass Financial Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 160,913 shares worth $5.26M. The stake represents 0.63% of the portfolio and ranks #35 among its holdings.

2,069 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Compass Financial Management held 160,913 shares of Schwab US Dividend Equity ETF worth $5.26M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Compass Financial Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.63% of Compass Financial Management's portfolio in Q2 2026, its #35 holding.
2,069 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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