Schwab Strategic Tr us aggregate b shares owned by Compass Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 200k | 23.47 |
| 2025-06-30 | $3.8M | 163k | 23.24 |
| 2025-03-31 | $3.2M | 137k | 23.16 |
| 2024-12-31 | $2.4M | 107k | 22.70 |
| 2024-09-30 | $2.4M | 51k | 47.52 |
| 2024-06-30 | $2.2M | 48k | 45.58 |
| 2024-03-31 | $1.8M | 39k | 46.00 |
| 2023-12-31 | $1.5M | 32k | 46.62 |
| 2023-09-30 | $1.3M | 28k | 44.23 |
| 2023-06-30 | $1.2M | 25k | 46.16 |
| 2023-03-31 | $669k | 14k | 46.91 |
| 2022-12-31 | $576k | 13k | 45.69 |
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