Compass Financial Group (South Dakota)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $323K | Buy |
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