Compass Financial Group, Inc/Sd Schwab Strategic U.S. Mid Cap Transaction History

Compass Financial Group, Inc/Sd

  • $610 Billion
  • Q2 2025

A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 89,830 shares of SCHM stock, worth $2.55 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
89,830
Previous 81,924 9.65%
Holding current value
$2.55 Million
Previous $2.15 Billion 17.39%
% of portfolio
0.41%
Previous 0.41%

Shares

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

Jul 22, 2025
BUY
$22.92 - $28.05 $181,205 - $221,763
7,906 Added 9.65%
89,830 $2.52 Billion
Q1 2025

May 13, 2025
BUY
$25.58 - $29.24 $111,349 - $127,281
4,353 Added 5.61%
81,924 $2.15 Billion
Q4 2024

Jan 30, 2025
BUY
$27.54 - $83.04 $1.43 Million - $4.32 Million
51,984 Added 203.17%
77,571 $2.15 Billion
Q3 2024

Nov 08, 2024
BUY
$75.47 - $83.18 $121,280 - $133,670
1,607 Added 6.7%
25,587 $2.13 Billion
Q2 2024

Jul 10, 2024
BUY
$75.69 - $81.19 $168,410 - $180,647
2,225 Added 10.23%
23,980 $1.87 Billion
Q1 2024

Apr 10, 2024
BUY
$72.89 - $81.43 $234,997 - $262,530
3,224 Added 17.4%
21,755 $1.77 Billion
Q4 2023

Jan 08, 2024
BUY
$63.01 - $75.95 $643,899 - $776,133
10,219 Added 122.94%
18,531 $1.4 Billion
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $75,627 - $83,819
1,133 Added 15.78%
8,312 $563 Million
Q2 2023

Jul 11, 2023
BUY
$65.29 - $71.03 $124,181 - $135,099
1,902 Added 36.04%
7,179 $510 Million
Q1 2023

Apr 04, 2023
BUY
$64.24 - $73.9 $22,997 - $26,456
358 Added 7.28%
5,277 $358 Million
Q4 2022

Feb 07, 2023
BUY
$61.05 - $69.94 $300,304 - $344,034
4,919 New
4,919 $323 Million

Others Institutions Holding SCHM

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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