Compass Financial Group (South Dakota)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
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|
2025
Q1 | $5.99M | Buy |
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|
2024
Q4 | $6.19M | Buy |
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|
2024
Q3 | $5.96M | Buy |
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|
2024
Q2 | $5.13M | Buy |
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|
2024
Q1 | $4.71M | Buy |
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|
2023
Q4 | $3.69M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.01M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $840K | Buy |
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