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Schwab U S Broad Market ETF shares owned by Compass Advisory Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Compass Advisory Group from 13F filings

Historical chart of Compass Advisory Group investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $54M 819k 66.52
2024-06-30 $47M 744k 63.07
2024-03-31 $45M 735k 61.05
2023-12-31 $41M 730k 55.67
2023-09-30 $7.5M 151k 49.85
2023-06-30 $3.1M 60k 51.70
2023-03-31 $2.3M 48k 47.85
2022-12-31 $2.1M 45k 46.80
2022-09-30 $1.9M 44k 41.99
2022-06-30 $2.1M 49k 44.20
2022-03-31 $1.7M 32k 53.38
2021-12-31 $1.7M 15k 112.98
2021-09-30 $1.6M 15k 103.87
2021-06-30 $1.6M 15k 104.27
2021-03-31 $1.4M 15k 96.73
2020-12-31 $1.4M 15k 91.01