A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 15,133 shares of SCHO stock, worth $364,553. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,133
Previous 10,329 46.51%
Holding current value
$364,553
Previous $497 Million 49.1%
% of portfolio
0.15%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$47.93 - $49.06 $230,255 - $235,684
4,804 Added 46.51%
15,133 $741 Million
Q2 2024

Jul 10, 2024

BUY
$47.75 - $48.13 $283,109 - $285,362
5,929 Added 134.75%
10,329 $497 Million
Q1 2024

Apr 10, 2024

BUY
$48.05 - $48.63 $211,420 - $213,972
4,400 New
4,400 $212 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Compass Financial Group, Inc/Sd Portfolio

Follow Compass Financial Group, Inc/Sd and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Financial Group, Inc/Sd, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Group, Inc/Sd with notifications on news.