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Compass Planning Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Compass Planning Associates’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
Q3 		– Sell
-22,437
Closed -$548K – 105
2025
Q2 		$548K Buy
22,437
+66
+0.3% +$1.49K 0.5% 21
2025
Q1 		$494K Buy
22,371
+69
+0.3% +$1.61K 0.5% 21
2024
Q4 		$517K Buy
+22,302
New +$520K 0.52% 23

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Compass Planning Associates's SCHX Position: Q3 2025 in Review

Compass Planning Associates sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 22,437 shares — an estimated $548K sold.

Compass Planning Associates first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $548K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Compass Planning Associates reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 22,437 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $548K.
  • Compass Planning Associates first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Schwab US Large- Cap ETF position peaked at $548K in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.