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Compass Financial Services’s Schwab US REIT ETF SCHH Stock Holding History

Compass Financial Services’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed -$174 – 320
2025
Q3 		$174 Buy
+8
New +$171 ﹤0.01% 317

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DI
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Compass Financial Services's SCHH Position: Q4 2025 in Review

Compass Financial Services sold out of Schwab US REIT ETF (SCHH) in Q4 2025, closing a stake of 8 shares — an estimated $174 sold.

Compass Financial Services first reported a position in SCHH in Q3 2025 and held it in 1 quarter. The position peaked at $174 in Q3 2025. 558 funds tracked by Wall St. Rank hold SCHH as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 8 Schwab US REIT ETF shares in Q4 2025, an estimated $174.
  • Compass Financial Services first reported a position in Schwab US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab US REIT ETF position peaked at $174 in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2025.

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