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Compass Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Compass Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-59
Closed -$1.63K – 354
2025
Q1 		$1.63K Buy
+59
New +$1.61K ﹤0.01% 411

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Compass Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2025, closing a stake of 59 shares — an estimated $1.63K sold.

Compass Wealth Management first reported a position in SCHE in Q1 2025 and held it in 1 quarter. The position peaked at $1.63K in Q1 2025. 769 funds tracked by Wall St. Rank hold SCHE as of Q2 2025.

  • Compass Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 59 Schwab Emerging Markets Equity ETF shares in Q2 2025, an estimated $1.63K.
  • Compass Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.63K in Q1 2025.
  • 769 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2025.

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