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Compass Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Compass Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20,532
Closed -$302K – 34
2022
Q2 		$302K Buy
+20,532
New +$330K 0.02% 36

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Compass Capital Management's SCHB Position: Q3 2022 in Review

Compass Capital Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 20,532 shares — an estimated $302K sold.

Compass Capital Management first reported a position in SCHB in Q2 2022 and held it in 1 quarter. The position peaked at $302K in Q2 2022. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Compass Capital Management reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Compass Capital Management sold 20,532 Schwab US Broad Market ETF shares in Q3 2022, an estimated $302K.
  • Compass Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 1 quarter.
  • Compass Capital Management's Schwab US Broad Market ETF position peaked at $302K in Q2 2022.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Compass Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.