Compass Financial Group, Inc. (Ohio) / SCHD
Compass Financial Group, Inc. (Ohio)’s Schwab Strategic Tr Position
Does Compass Financial Group, Inc. (Ohio) own Schwab Strategic Tr (SCHD)? Yes — 174.2K shares worth $5M (+3.91% of its 13F portfolio) as of Q1 2026.
Position Value
$5M
Q1 2026
Shares
174.2K
% of Portfolio
+3.91%
Quarters Held
1
currently held
Position History SCHD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 174.2K | $5M | +3.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Group, Inc. (Ohio)’s full portfolio or all institutional holders of SCHD.