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

Compass Financial Services’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
2025
Q4 		– Sell
-37
Closed -$977 – 324
2025
Q3 		$977 Buy
+37
New +$940 ﹤0.01% 289

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

Compass Financial Services sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 37 shares — an estimated $977 sold.

Compass Financial Services first reported a position in SCHX in Q3 2025 and held it in 1 quarter. The position peaked at $977 in Q3 2025. 1,557 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

  • Compass Financial Services reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 37 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $977.
  • Compass Financial Services first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Schwab US Large- Cap ETF position peaked at $977 in Q3 2025.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

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