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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF 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 U S Broad Market ETF by Compass Financial Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
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 Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Annaly Capital Management In Com New (NLY)

View all positions for Compass Financial Group

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HB Wealth Management
HighTower Advisors
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF