Schwab Strategic Tr cmn shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 38k | 75.98 |
| 2023-12-31 | $2.7M | 38k | 70.10 |
| 2023-09-30 | $3.0M | 46k | 64.46 |
| 2023-06-30 | $3.5M | 52k | 67.09 |
| 2023-03-31 | $3.8M | 57k | 65.58 |
| 2022-12-31 | $4.0M | 59k | 68.35 |
| 2022-09-30 | $3.5M | 60k | 58.50 |
| 2022-06-30 | $2.1M | 33k | 62.41 |
| 2022-03-31 | $2.2M | 31k | 71.39 |
| 2021-12-31 | $2.1M | 29k | 73.23 |
| 2021-09-30 | $903k | 13k | 67.46 |
| 2021-06-30 | $913k | 13k | 68.34 |
| 2021-03-31 | $870k | 13k | 65.25 |
| 2020-12-31 | $792k | 13k | 59.50 |