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Disclosery

Compass Wealth Management LLC: SCHW position timeline

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

Compass Wealth Management LLC held 30,946 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,946 shares
    Change vs previous 13F -1,023 shares

    0.54% of the 13F portfolio, value $2,855,388.

    13F-HR 0001965653-26-000003 filed by Compass Wealth Management 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 31,969 shares
    Change vs previous 13F -680 shares

    0.74% of the 13F portfolio, value $3,004,447.

    13F-HR 0001965653-26-000002 filed by Compass Wealth Management 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 32,649 shares
    Change vs previous 13F -716 shares

    0.81% of the 13F portfolio, value $3,261,962.

    13F-HR 0001965653-26-000001 filed by Compass Wealth Management 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 33,365 shares
    Change vs previous 13F -638 shares

    0.71% of the 13F portfolio, value $3,185,357.

    13F-HR 0001965653-25-000009 filed by Compass Wealth Management 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 34,003 shares
    Change vs previous 13F -264 shares

    0.74% of the 13F portfolio, value $3,102,434.

    13F-HR 0001965653-25-000006 filed by Compass Wealth Management 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 34,267 shares
    Change vs previous 13F -1,598 shares

    0.68% of the 13F portfolio, value $2,682,421.

    13F-HR 0001965653-25-000004 filed by Compass Wealth Management 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 35,865 shares
    Change vs previous 13F -1,965 shares

    0.64% of the 13F portfolio, value $2,654,369.

    13F-HR 0001965653-25-000001 filed by Compass Wealth Management 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 37,830 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,451,763.

    13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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