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Compass Advisory Group LLC: SCHM position timeline

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

Compass Advisory Group LLC held 685,027 SCHM 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 685,027 shares
    Change vs previous 13F -2,859 shares

    6% of the 13F portfolio, value $25,256,955.

    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 687,886 shares
    Change vs previous 13F -23,121 shares

    5.7% of the 13F portfolio, value $21,296,964.

    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 711,007 shares
    Change vs previous 13F +3,070 shares

    5.78% of the 13F portfolio, value $21,379,967.

    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 707,937 shares
    Change vs previous 13F +26,263 shares

    5.89% of the 13F portfolio, value $20,983,246.

    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 681,674 shares
    Change vs previous 13F +30,686 shares

    6.05% of the 13F portfolio, value $19,120,964.

    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 650,988 shares
    Change vs previous 13F +35,919 shares

    5.94% of the 13F portfolio, value $17,055,890.

    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 615,069 shares
    Change vs previous 13F +543,800 shares

    6.1% of the 13F portfolio, value $17,043,562.

    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 71,269 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $5,921,739.

    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).