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Compass Wealth Management, LLC/GA: SCHD position timeline

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

Compass Wealth Management, LLC/GA held 271,324 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,324 shares
    Change vs previous 13F -642 shares

    3.43% of the 13F portfolio, value $8,603,684.

    13F-HR 0001172661-26-002724 filed by Compass Wealth Management, LLC/GA
    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 271,966 shares
    Change vs previous 13F -56,258 shares

    3.56% of the 13F portfolio, value $8,343,925.

    13F-HR 0001172661-26-002021 filed by Compass Wealth Management, LLC/GA
    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 328,224 shares
    Change vs previous 13F -43,501 shares

    3.71% of the 13F portfolio, value $9,003,191.

    13F-HR 0001172661-26-000972 filed by Compass Wealth Management, LLC/GA
    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 371,725 shares
    Change vs previous 13F -5,848 shares

    4.49% of the 13F portfolio, value $10,148,979.

    13F-HR 0001172661-25-004768 filed by Compass Wealth Management, LLC/GA
    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 377,573 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $10,005,694.

    13F-HR 0001172661-25-003425 filed by Compass Wealth Management, LLC/GA
    Filed (acceptance time not in the bulk data set), ingested

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