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Schwab Strategic Tr shares owned by Compass Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCCR) shares owned by Compass Financial Group from 13F filings

Historical chart of Compass Financial Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 Strategic Tr by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 16k 25.95
2025-06-30 $397k 16k 25.60
2025-03-31 $296k 12k 25.59

More positions owned by Compass Financial Group

Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Consum Stp Etf (VDC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Consmr Staples (FSTA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Compass Financial Group

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Jane Street
Breakwater Investment Management
Camarda Wealth Advisory
Flow Traders US
Citadel Advisors
Compass Financial Group
Larson Financial Group
Advisor Group Holdings
Goss Wealth Management
Aptus Capital Advisors
Kiker Wealth Management
Assetmark
MAI Wealth Advisors

View all funds holding Schwab Strategic Tr