Compass Ion Advisors, LLC's ownership history for SCHD

Compass Ion Advisors, LLC currently holds 42.6K shares with a market value of $1.2M. It started holding SCHD on 2024-09-30. At its peak, it held 50.9K shares on 2024-12-31. Its highest holding value was $1.4M on 2024-12-31. At its lowest, it held 16.3K shares on 2024-09-30, with a value of $1.2M on 2025-09-30. In the recent 180 days, Compass Ion Advisors, LLC has decreased its shares by 1.9K. In the recent year, Compass Ion Advisors, LLC has increased its shares by 26.3K.