Compass Advisory Group LLC's ownership history for SCHD

Compass Advisory Group LLC currently holds 14.0K shares with a market value of $381.8K. It started holding SCHD on 2024-09-30. At its peak, it held 14.3K shares on 2025-06-30. Its highest holding value was $381.8K on 2025-09-30. At its lowest, it held 4.4K shares on 2024-09-30, with a value of $364.3K on 2024-12-31. In the recent 180 days, Compass Advisory Group LLC has increased its shares by 802. In the recent year, Compass Advisory Group LLC has increased its shares by 9.6K.