Compass Investment Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Compass Investment Advisers’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$363K	Buy	+14,038	New	+$374K	1.05%	21

Other funds holding SCHA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Compass Investment Advisers's SCHA Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q4 2024: 14,038 shares worth $363K. The stake represents 1.05% of the portfolio and ranks #21 among its holdings.

1,169 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

Compass Investment Advisers held 14,038 shares of Schwab U.S Small- Cap ETF worth $363K as of Q4 2024.
Schwab U.S Small- Cap ETF was a new Compass Investment Advisers position in Q4 2024.
Schwab U.S Small- Cap ETF made up 1.05% of Compass Investment Advisers's portfolio in Q4 2024, its #21 holding.
1,169 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.