Compass Financial Group, Inc/Sd Schwab Strategic Tr Us Small C Transaction History

Compass Financial Group, Inc/Sd

  • $610 Billion
  • Q2 2025

A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 270,734 shares of SCHA stock, worth $7.05 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
270,734
Previous 255,797 5.84%
Holding current value
$7.05 Million
Previous $5.99 Billion 14.29%
% of portfolio
1.12%
Previous 1.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$20.42 - $25.3 $305,013 - $377,906
14,937 Added 5.84%
270,734 $6.85 Billion
Q1 2025

May 13, 2025
BUY
$23.16 - $27.04 $380,333 - $444,050
16,422 Added 6.86%
255,797 $5.99 Billion
Q4 2024

Jan 30, 2025
BUY
$25.33 - $51.16 $3.13 Million - $6.32 Million
123,602 Added 106.76%
239,375 $6.19 Billion
Q3 2024

Nov 08, 2024
BUY
$46.9 - $51.96 $363,521 - $402,741
7,751 Added 7.18%
115,773 $5.96 Billion
Q2 2024

Jul 10, 2024
BUY
$45.24 - $49.04 $562,287 - $609,518
12,429 Added 13.0%
108,022 $5.13 Billion
Q1 2024

Apr 10, 2024
BUY
$44.84 - $49.24 $785,372 - $862,438
17,515 Added 22.43%
95,593 $4.71 Billion
Q4 2023

Jan 08, 2024
BUY
$38.13 - $48.02 $983,601 - $1.24 Million
25,796 Added 49.34%
78,078 $3.69 Billion
Q3 2023

Oct 10, 2023
BUY
$40.85 - $46.1 $261,562 - $295,178
6,403 Added 13.96%
52,282 $2.17 Billion
Q2 2023

Jul 11, 2023
BUY
$39.91 - $43.82 $658,914 - $723,468
16,510 Added 56.22%
45,879 $2.01 Billion
Q1 2023

Apr 04, 2023
BUY
$39.82 - $46.36 $343,527 - $399,947
8,627 Added 41.59%
29,369 $1.23 Billion
Q4 2022

Feb 07, 2023
BUY
$38.25 - $43.54 $793,381 - $903,106
20,742 New
20,742 $840 Million

Others Institutions Holding SCHA

# of Institutions
1,274
Shares Held
251M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email