Compass Financial Management
SCHW icon

Compass Financial Management’s Charles Schwab SCHW Stock Holding History

Compass Financial Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48.2K Buy
493
+200
+68% +$21.1K 0.01% 751
2026
Q2 		$27K Buy
+293
New +$26.7K ﹤0.01% 828

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Geode Capital Management
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Franklin Resources
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Compass Financial Management's SCHW Position: Q3 2026 in Review

Compass Financial Management increased its Charles Schwab (SCHW) stake by 68% in Q3 2026, buying an estimated $21.1K and bringing the position to 493 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #751.

Compass Financial Management first reported a position in SCHW in Q2 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Compass Financial Management held 493 shares of Charles Schwab worth $48.2K as of Q3 2026.
  • Compass Financial Management bought 200 Charles Schwab shares in Q3 2026, an estimated $21.1K.
  • Charles Schwab made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #751 holding.
  • Compass Financial Management first reported a position in Charles Schwab in Q2 2026 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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