CWM
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Compass Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Compass Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-80
Closed -$2.24K – 353
2025
Q1 		$2.24K Buy
+80
New +$2.23K ﹤0.01% 401

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Wealth Management's SCHD Position: Q2 2025 in Review

Compass Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 80 shares — an estimated $2.24K sold.

Compass Wealth Management first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $2.24K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Compass Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 80 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $2.24K.
  • Compass Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.24K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.