Compass Wealth Management, Llc/Ga Schwab Strategic Tr Us Dividen Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 371,725 shares of SCHD stock, worth $10.1 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
371,725
Previous 377,573 1.55%
Holding current value
$10.1 Million
Previous $10 Billion 1.43%
% of portfolio
4.49%
Previous 5.36%

Shares

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

Nov 13, 2025
SELL
$26.38 - $27.95 $154,270 - $163,451
-5,848 Reduced 1.55%
371,725 $10.1 Billion
Q2 2025

Aug 14, 2025
BUY
$24.32 - $27.87 $9.18 Million - $10.5 Million
377,573 New
377,573 $10 Billion

Others Institutions Holding SCHD

# of Institutions
2,055
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Compass Wealth Management, Llc/Ga Portfolio

Follow Compass Wealth Management, Llc/Ga 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 Wealth Management, Llc/Ga, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management, Llc/Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email