Compass Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	+42,909	New	+$1.23M	0.15%	155

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Compass Financial Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 42,909 shares worth $1.27M. The stake represents 0.15% of the portfolio and ranks #155 among its holdings.

1,549 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Compass Financial Management held 42,909 shares of Schwab US Large- Cap ETF worth $1.27M as of Q2 2026.
Schwab US Large- Cap ETF was a new Compass Financial Management position in Q2 2026.
Schwab US Large- Cap ETF made up 0.15% of Compass Financial Management's portfolio in Q2 2026, its #155 holding.
1,549 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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