Compass Financial Management
SCHM icon

Compass Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Compass Financial Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17K Sell
499
-311
-38% -$11K ﹤0.01% 996
2026
Q2 		$29.9K Buy
+810
New +$27.9K ﹤0.01% 797

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

Compass Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 38% in Q3 2026, selling an estimated $11K and leaving 499 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Compass Financial Management first reported a position in SCHM in Q2 2026 and has held it in 2 quarters since. The position peaked at $29.9K in Q2 2026. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Compass Financial Management held 499 shares of Schwab US Mid-Cap ETF worth $17K as of Q3 2026.
  • Compass Financial Management sold 311 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $11K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #996 holding.
  • Compass Financial Management first reported a position in Schwab US Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Schwab US Mid-Cap ETF position peaked at $29.9K in Q2 2026.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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