Compass Financial Services Inc Schwab Strategic Tr Us Dividen Transaction History

Compass Financial Services Inc

  • $206 Billion
  • Q2 2025

A detailed history of Compass Financial Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Financial Services Inc holds 1,722 shares of SCHD stock, worth $45,753. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,722
Previous 1,705 1.0%
Holding current value
$45,753
Previous $47.7 Million 4.29%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 08, 2025
BUY
$24.32 - $27.87 $413 - $473
17 Added 1.0%
1,722 $45.6 Million
Q1 2025

Jun 10, 2025
BUY
$27.01 - $28.54 $405 - $428
15 Added 0.89%
1,705 $47.7 Million
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $45,511 - $143,565
1,690 New
1,690 $46.2 Million

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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