Schwab U S Small Cap ETF shares owned by Compass Financial Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 96k | 49.24 |
| 2023-12-31 | $3.7M | 78k | 47.24 |
| 2023-09-30 | $2.2M | 52k | 41.42 |
| 2023-06-30 | $2.0M | 46k | 43.80 |
| 2023-03-31 | $1.2M | 29k | 41.93 |
| 2022-12-31 | $840k | 21k | 40.50 |