Compass Financial Group (South Dakota)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
|
|||||
|
2025
Q1 | $3.17M | Buy |
|
|||||
|
2024
Q4 | $2.42M | Buy |
|
|||||
|
2024
Q3 | $2.41M | Buy |
|
|||||
|
2024
Q2 | $2.19M | Buy |
|
|||||
|
2024
Q1 | $1.79M | Buy |
|
|||||
|
2023
Q4 | $1.51M | Buy |
|
|||||
|
2023
Q3 | $1.26M | Buy |
|
|||||
|
2023
Q2 | $1.17M | Buy |
|
|||||
|
2023
Q1 | $669K | Buy |
|
|||||
|
2022
Q4 | $576K | Buy |
|