Charles Schwab Corporation shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $752k | 7.9k | 95.47 |
| 2025-06-30 | $719k | 7.9k | 91.24 |
| 2024-12-31 | $620k | 8.4k | 74.01 |
| 2024-09-30 | $543k | 8.4k | 64.81 |
| 2024-06-30 | $617k | 8.4k | 73.69 |
| 2024-03-31 | $606k | 8.4k | 72.34 |
| 2023-12-31 | $576k | 8.4k | 68.80 |
| 2023-09-30 | $439k | 8.0k | 54.90 |
| 2023-06-30 | $459k | 8.1k | 56.68 |
| 2023-03-31 | $424k | 8.1k | 52.38 |
| 2022-12-31 | $668k | 8.0k | 83.49 |
| 2022-09-30 | $719k | 10k | 71.90 |
| 2022-06-30 | $632k | 10k | 63.20 |
| 2022-03-31 | $843k | 10k | 84.30 |
| 2021-12-31 | $841k | 10k | 84.10 |
| 2021-09-30 | $728k | 10k | 72.80 |