Compass Financial Management
SCHK icon

Compass Financial Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Compass Financial Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.55K Hold
206
– – ﹤0.01% 1194
2026
Q2 		$7.43K Buy
+206
New +$7.19K ﹤0.01% 1114

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Focus Partners Wealth
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BlackRock
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FreeGulliver LLC
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Mariner
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Compass Financial Management's SCHK Position: Q3 2026 in Review

Compass Financial Management held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 206 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Compass Financial Management first reported a position in SCHK in Q2 2026 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Compass Financial Management held 206 shares of Schwab 1000 Index ETF worth $7.55K as of Q3 2026.
  • Compass Financial Management left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1194 holding.
  • Compass Financial Management first reported a position in Schwab 1000 Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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