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 Q3	$203K	Hold	7,372	–	–	0.11%	34
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Compass Planning Associates's SCHF Position: Q3 2026 in Review

Compass Planning Associates held its Schwab International Equity ETF (SCHF) position steady in Q3 2026 at 7,372 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #34.

Compass Planning Associates first reported a position in SCHF in Q4 2024 and has held it in 5 quarters since. The position peaked at $204K in Q2 2026. 549 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Compass Planning Associates held 7,372 shares of Schwab International Equity ETF worth $203K as of Q3 2026.
Compass Planning Associates left its Schwab International Equity ETF share count unchanged in Q3 2026.
Schwab International Equity ETF made up 0.11% of Compass Planning Associates's portfolio in Q3 2026, its #34 holding.
Compass Planning Associates first reported a position in Schwab International Equity ETF in Q4 2024 and has held it in 5 quarters since.
Compass Planning Associates's Schwab International Equity ETF position peaked at $204K in Q2 2026.
549 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.