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Schwab U S Small Cap ETF shares owned by Compass Investment Advisers

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Compass Investment Advisers from 13F filings

Historical chart of Compass Investment Advisers investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Compass Investment Advisers 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 Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $363k 14k 25.86

More positions owned by Compass Investment Advisers

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Compass Investment Advisers

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
RMG Wealth Management
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
Advisory Alpha
UBS Group
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers

View all funds holding Schwab U S Small Cap ETF