Compass Financial Management
SCHX icon

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
Q3 		$1M Sell
33,343
-9,566
-22% -$287K 0.11% 191
2026
Q2 		$1.27M Buy
+42,909
New +$1.23M 0.15% 155

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Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Compass Financial Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q3 2026, selling an estimated $287K and leaving 33,343 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #191.

Compass Financial Management first reported a position in SCHX in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.27M in Q2 2026. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Compass Financial Management held 33,343 shares of Schwab US Large- Cap ETF worth $1M as of Q3 2026.
  • Compass Financial Management sold 9,566 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $287K.
  • Schwab US Large- Cap ETF made up 0.11% of Compass Financial Management's portfolio in Q3 2026, its #191 holding.
  • Compass Financial Management first reported a position in Schwab US Large- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Schwab US Large- Cap ETF position peaked at $1.27M in Q2 2026.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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