Compass Financial Group, Inc/Sd Schwab Strategic Tr 1 5 Yr C Transaction History

Compass Financial Group, Inc/Sd

  • $665 Billion
  • Q3 2025

A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 149,136 shares of SCHJ stock, worth $3.7 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
149,136
Previous 125,310 19.01%
Holding current value
$3.7 Million
Previous $3.11 Billion 19.66%
% of portfolio
0.56%
Previous 0.51%

Shares

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

Oct 23, 2025
BUY
$24.65 - $24.98 $587,310 - $595,173
23,826 Added 19.01%
149,136 $3.72 Billion
Q2 2025

Jul 22, 2025
BUY
$24.32 - $24.81 $504,056 - $514,212
20,726 Added 19.82%
125,310 $3.11 Billion
Q1 2025

May 13, 2025
BUY
$24.29 - $24.65 $683,180 - $693,305
28,126 Added 36.79%
104,584 $2.58 Billion
Q4 2024

Jan 30, 2025
BUY
$24.31 - $49.53 $1.01 Million - $2.06 Million
41,522 Added 118.85%
76,458 $1.86 Billion
Q3 2024

Nov 08, 2024
BUY
$48.09 - $49.69 $229,100 - $236,723
4,764 Added 15.79%
34,936 $1.73 Billion
Q2 2024

Jul 10, 2024
BUY
$47.73 - $48.35 $323,132 - $327,329
6,770 Added 28.93%
30,172 $1.46 Billion
Q1 2024

Apr 10, 2024
BUY
$48.03 - $48.53 $229,871 - $232,264
4,786 Added 25.71%
23,402 $1.13 Billion
Q4 2023

Jan 08, 2024
BUY
$46.51 - $48.38 $204,318 - $212,533
4,393 Added 30.89%
18,616 $901 Million
Q3 2023

Oct 10, 2023
BUY
$46.87 - $47.5 $182,980 - $185,440
3,904 Added 37.83%
14,223 $668 Million
Q2 2023

Jul 11, 2023
BUY
$47.14 - $47.79 $189,361 - $191,972
4,017 Added 63.74%
10,319 $488 Million
Q1 2023

Apr 04, 2023
BUY
$46.68 - $47.8 $72,914 - $74,663
1,562 Added 32.95%
6,302 $300 Million
Q4 2022

Feb 07, 2023
BUY
$45.76 - $47.27 $216,902 - $224,059
4,740 New
4,740 $222 Million

Others Institutions Holding SCHJ

# of Institutions
125
Shares Held
7.37M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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