Schwab U S Small Cap ETF shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 37k | 49.24 |
| 2023-12-31 | $1.8M | 38k | 47.24 |
| 2023-09-30 | $2.4M | 57k | 41.42 |
| 2023-06-30 | $2.7M | 61k | 43.80 |
| 2023-03-31 | $2.5M | 59k | 41.93 |
| 2022-12-31 | $2.6M | 59k | 43.41 |
| 2022-09-30 | $4.0M | 106k | 37.80 |
| 2022-06-30 | $3.9M | 99k | 38.99 |
| 2022-03-31 | $2.2M | 46k | 47.37 |
| 2021-12-31 | $275k | 2.7k | 102.42 |
| 2021-09-30 | $267k | 2.7k | 99.93 |
| 2021-06-30 | $278k | 2.7k | 104.35 |
| 2021-03-31 | $265k | 2.7k | 99.66 |
| 2020-12-31 | $236k | 2.7k | 88.96 |