Compass Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45.6K	Buy	1,722 +17	+1%	+$451	0.02%	100
2025 Q1	$47.7K	Buy	1,705 +15	+0.9%	+$419	0.03%	83
2024 Q4	$46.2K	Buy	+1,690	New	+$46.2K	0.03%	72