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Disclosery

Compass Advisory Group LLC: SCHX position timeline

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

Compass Advisory Group LLC held 43,084 SCHX 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 43,084 shares
    Change vs previous 13F +112 shares

    0.3% of the 13F portfolio, value $1,267,975.

    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 42,972 shares
    Change vs previous 13F +213 shares

    0.29% of the 13F portfolio, value $1,101,794.

    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 42,759 shares
    Change vs previous 13F -175 shares

    0.31% of the 13F portfolio, value $1,150,643.

    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 42,934 shares
    Change vs previous 13F -1,566 shares

    0.32% of the 13F portfolio, value $1,130,882.

    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 44,500 shares
    Change vs previous 13F -5,339 shares

    0.34% of the 13F portfolio, value $1,087,574.

    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 49,839 shares
    Change vs previous 13F -164 shares

    0.38% of the 13F portfolio, value $1,100,437.

    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 50,003 shares
    Change vs previous 13F +33,538 shares

    0.41% of the 13F portfolio, value $1,159,069.

    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 16,465 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,117,116.

    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).