Compass Financial Group (South Dakota)’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
Q2 | $3.69M | Buy |
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|
2025
Q1 | $3.79M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $3.06M | Buy |
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|
2024
Q1 | $3.04M | Buy |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.26M | Buy |
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