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Disclosery

Compass Advisory Group LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Advisory Group LLC on SCHG, newest first. How the timeline and the estimate are built.

Compass Advisory Group LLC held 692,205 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 692,205 shares
    Change vs previous 13F +11,130 shares

    5.57% of the 13F portfolio, value $23,424,227.

    13F-HR 0001951757-26-001218 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 681,075 shares
    Change vs previous 13F +508,011 shares

    5.31% of the 13F portfolio, value $19,839,708.

    13F-HR 0001951757-26-000674 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 173,064 shares
    Change vs previous 13F -5,130 shares

    1.53% of the 13F portfolio, value $5,645,361.

    13F-HR 0001951757-26-000269 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 178,194 shares
    Change vs previous 13F -17,060 shares

    1.6% of the 13F portfolio, value $5,686,179.

    13F-HR 0001951757-25-001302 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 195,254 shares
    Change vs previous 13F +3,506 shares

    1.8% of the 13F portfolio, value $5,703,369.

    13F-HR 0001951757-25-000977 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 191,748 shares
    Change vs previous 13F +20,956 shares

    1.67% of the 13F portfolio, value $4,801,365.

    13F-HR 0001951757-25-000545 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 170,792 shares
    Change vs previous 13F +126,978 shares

    1.7% of the 13F portfolio, value $4,759,963.

    13F-HR 0001951757-25-000111 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,814 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,564,585.

    13F-HR 0001951757-24-001100 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).