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Compass Financial Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Compass Financial Services’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$319 – 316
2025
Q3 		$319 Buy
+7
New +$307 ﹤0.01% 313

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PNC Financial Services Group
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Creative Planning
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State Street
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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Compass Financial Services's SCHC Position: Q4 2025 in Review

Compass Financial Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2025, closing a stake of 7 shares — an estimated $319 sold.

Compass Financial Services first reported a position in SCHC in Q3 2025 and held it in 1 quarter. The position peaked at $319 in Q3 2025. 495 funds tracked by Wall St. Rank hold SCHC as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 7 Schwab International Small-Cap Equity ETF shares in Q4 2025, an estimated $319.
  • Compass Financial Services first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab International Small-Cap Equity ETF position peaked at $319 in Q3 2025.
  • 495 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.