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Schwab Strategic Tr shares owned by Compass Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $150k 5.7k 26.18

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

Toroso Investments
Cornerstone Enterprises
Jones Financial Companies, L.L
Charles Schwab Trust
Dahring | Cusmano
Huntington Asset Advisors
L2 Asset Management
Strategic Financial Planning
CFG Wealth Management Services
Principia Wealth Advisory
Summit Financial
Harbour Investments
Mma Asset Management
Mfg Wealth Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr