A detailed history of Compass Financial Services Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Compass Financial Services Inc holds 25 shares of SCHR stock, worth $628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Holding current value
$628
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$24.69 - $25.26 $617 - $631
25 New
25 $628,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


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

Track Compass Financial Services Inc Portfolio

Follow Compass Financial Services Inc 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 Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Services Inc with notifications on news.