Compass Advisory Group LLC's ownership history for SCHW

Compass Advisory Group LLC currently holds 7.9K shares with a market value of $751.8K. It started holding SCHW on 2024-09-30. At its peak, it held 8.4K shares on 2024-09-30. Its highest holding value was $751.8K on 2025-09-30. At its lowest, it held 7.9K shares on 2025-03-31, with a value of $542.8K on 2024-09-30. In the recent 180 days, Compass Advisory Group LLC has increased its shares by 0. In the recent year, Compass Advisory Group LLC has decreased its shares by 500.