Schwab U S Broad Market ETF shares owned by Compass Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $87M | 3.4M | 25.71 |
| 2025-06-30 | $76M | 3.2M | 23.83 |
| 2025-03-31 | $64M | 3.0M | 21.53 |
| 2024-12-31 | $62M | 2.7M | 22.70 |
| 2024-09-30 | $56M | 844k | 66.52 |
| 2024-06-30 | $48M | 762k | 62.87 |
| 2024-03-31 | $40M | 656k | 61.05 |
| 2023-12-31 | $30M | 544k | 55.67 |
| 2023-09-30 | $21M | 429k | 49.85 |
| 2023-06-30 | $18M | 354k | 51.70 |
| 2023-03-31 | $12M | 258k | 47.85 |
| 2022-12-31 | $6.1M | 136k | 44.81 |