CIA
Compass Ion Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
44,898
+339
| +0.8% | +$8.98K | 0.13% | 87 |
|
|
2025
Q1 | $1.25M | Sell |
44,559
-6,309
| -12% | -$176K | 0.15% | 82 |
|
|
2024
Q4 | $1.39M | Buy |
50,868
+34,567
| +212% | +$944K | 0.16% | 76 |
|
|
2024
Q3 | $1.38M | Buy |
+16,301
| New | +$1.38M | 0.17% | 78 |
|