Compass Financial Group, Inc/Sd SCHWAB STRATEGIC TR Transaction History

Compass Financial Group, Inc/Sd

  • $665 Billion
  • Q3 2025
Number of Shares
15,525
Previous 15,525 -0.0%
Holding current value
$403 Million
Previous $397 Million 1.39%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
N/A
3,975 Added 34.42%
15,525 $397 Million
Q1 2025

May 13, 2025
BUY
N/A
11,550 New
11,550 $296 Million
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