Compass Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $382K | Sell |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $526K | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $5.8M | Sell |
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|
2023
Q1 | $7.71M | Buy |
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|
2022
Q4 | $7.66M | Sell |
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|
2022
Q3 | $9.21M | Buy |
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|
2022
Q2 | $9.67M | Buy |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $9.71M | Buy |
|