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Compass Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Compass Financial Services’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed -$567 – 317
2025
Q3 		$567 Buy
+17
New +$536 ﹤0.01% 303

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HighTower Advisors
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US Bancorp
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Northwestern Mutual Wealth Management
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SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Compass Financial Services sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2025, closing a stake of 17 shares — an estimated $567 sold.

Compass Financial Services first reported a position in SCHE in Q3 2025 and held it in 1 quarter. The position peaked at $567 in Q3 2025. 835 funds tracked by Wall St. Rank hold SCHE as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 17 Schwab Emerging Markets Equity ETF shares in Q4 2025, an estimated $567.
  • Compass Financial Services first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab Emerging Markets Equity ETF position peaked at $567 in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2025.

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