A detailed history of Compass Financial Services Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Compass Financial Services Inc holds 20 shares of SCHA stock, worth $548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 1,578 98.73%
Holding current value
$548
Previous $39.9 Million 98.6%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Nov 04, 2025

SELL
$25.29 - $28.33 $39,401 - $44,138
-1,558 Reduced 98.73%
20 $560,000
Q1 2025

Jun 10, 2025

BUY
$23.16 - $27.04 $36,546 - $42,669
1,578 New
1,578 $37 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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.