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Compass Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-218
Closed -$4.31K – 355
2025
Q1 		$4.31K Buy
+218
New +$4.28K ﹤0.01% 386
2023
Q4 		– Sell
-1,572
Closed -$26.7K – 403
2023
Q3 		$26.7K Sell
1,572
-218
-12% -$3.85K 0.01% 291
2023
Q2 		$31.9K Hold
1,790
– – 0.01% 287
2023
Q1 		$31.1K Buy
+1,790
New +$30.6K 0.01% 290

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Northwestern Mutual Wealth Management
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Compass Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q2 2025, closing a stake of 218 shares — an estimated $4.31K sold.

Compass Wealth Management first reported a position in SCHF in Q1 2023 and held it in 4 quarters. The position peaked at $31.9K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold SCHF as of Q2 2025.

  • Compass Wealth Management reported no remaining Schwab International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 218 Schwab International Equity ETF shares in Q2 2025, an estimated $4.31K.
  • Compass Wealth Management first reported a position in Schwab International Equity ETF in Q1 2023 and held it in 4 quarters.
  • Compass Wealth Management's Schwab International Equity ETF position peaked at $31.9K in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2025.

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