Compass Financial Group, Inc/Sd Schwab Short Term Us Treasury Transaction History

Compass Financial Group, Inc/Sd

$665 Billion
Q3 2025

A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 50,727 shares of SCHO stock, worth $1.24 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

50,727

Previous 66,180 23.35%

Holding current value

$1.24 Million

Previous $1.61 Billion 23.29%

% of portfolio

0.19%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$24.23 - $24.42 $374,426 - $377,362	-15,453 Reduced 23.35%	50,727 $1.24 Billion
Q2 2025 Jul 22, 2025	BUY	$24.19 - $24.45 $59,652 - $60,293	2,466 Added 3.87%	66,180 $1.61 Billion
Q1 2025 May 13, 2025	BUY	$24.1 - $24.34 $409,266 - $413,341	16,982 Added 36.34%	63,714 $1.55 Billion
Q4 2024 Jan 30, 2025	BUY	$24.06 - $48.88 $760,271 - $1.54 Million	31,599 Added 208.81%	46,732 $1.12 Billion
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $230,255 - $235,684	4,804 Added 46.51%	15,133 $741 Million

Q2 2024 Jul 10, 2024	BUY	$47.75 - $48.13 $283,109 - $285,362	5,929 Added 134.75%	10,329 $497 Million
Q1 2024 Apr 10, 2024	BUY	$48.05 - $48.63 $211,420 - $213,972	4,400 New	4,400 $212 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

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Compass Financial Group, Inc/Sd Schwab Short Term Us Treasury Transaction History