Compass Planning Associates’s Schwab International Equity ETF SCHF Stock Holding History

Compass Planning Associates’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+7,372	New	+$199K	0.11%	32
2025 Q3	–	Sell	-7,168	Closed	-$158K	–	103
2025 Q2	$158K	Buy	7,168 +46	+0.6%	+$958	0.15%	38
2025 Q1	$141K	Hold	7,122	–	–	0.14%	38
2024 Q4	$132K	Buy	+7,122	New	+$139K	0.13%	41

Other funds holding SCHF

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Compass Planning Associates's SCHF Position: Q2 2026 in Review

Compass Planning Associates opened a new position in Schwab International Equity ETF (SCHF) in Q2 2026: 7,372 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #32 among its holdings. This is a return to the name: Compass Planning Associates previously reported a position in SCHF as recently as Q2 2025.

Compass Planning Associates first reported a position in SCHF in Q4 2024 and has held it in 4 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Compass Planning Associates held 7,372 shares of Schwab International Equity ETF worth $204K as of Q2 2026.
Schwab International Equity ETF was a new Compass Planning Associates position in Q2 2026.
Schwab International Equity ETF made up 0.11% of Compass Planning Associates's portfolio in Q2 2026, its #32 holding.
Compass Planning Associates first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 4 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.