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Schwab Strategic Tr us dividend eq shares owned by Compass Financial Group

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

Historical chart of Compass Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by Compass Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.3M 174k 30.68
2025-12-31 $6.9M 253k 27.43

More positions owned by Compass Financial Group

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Compass Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq