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

Compass Financial Group, Inc/Sd

  • $509 Billion
  • Q3 2024

A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 42,865 shares of SCHD stock, worth $1.23 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
42,865
Previous 39,313 9.04%
Holding current value
$1.23 Million
Previous $3.06 Billion 18.53%
% of portfolio
0.71%
Previous 0.66%

Shares

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

Nov 08, 2024
BUY
$77.02 - $85.06 $273,575 - $302,133
3,552 Added 9.04%
42,865 $3.62 Billion
Q2 2024

Jul 10, 2024
BUY
$75.81 - $80.15 $124,707 - $131,846
1,645 Added 4.37%
39,313 $3.06 Billion
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $257,656 - $276,077
3,424 Added 10.0%
37,668 $3.04 Billion
Q4 2023

Jan 08, 2024
BUY
$66.9 - $76.32 $296,634 - $338,402
4,434 Added 14.87%
34,244 $2.61 Billion
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $184,697 - $197,850
2,615 Added 9.62%
29,810 $2.11 Billion
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $483,360 - $516,618
6,987 Added 34.58%
27,195 $1.97 Billion
Q1 2023

Apr 04, 2023
BUY
$70.28 - $78.03 $247,104 - $274,353
3,516 Added 21.06%
20,208 $1.48 Billion
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $1.12 Million - $1.32 Million
16,692 New
16,692 $1.26 Billion

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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