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Schwab Strategic Tr us lrg cap etf shares owned by Compass Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 43k 29.51

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
HPM Partners
Diversified Enterprises
HighTower Advisors
Henderson Group
McAdam
Koss-Olinger Consulting

View all funds holding Schwab Strategic Tr us lrg cap etf