Compass Wealth Management, LLC/GA's ownership history for SCHD

Compass Wealth Management, LLC/GA currently holds 272.0K shares with a market value of $8.3M. It started holding SCHD on 2025-06-30. At its peak, it held 377.6K shares on 2025-06-30. Its highest holding value was $10.1M on 2025-09-30. At its lowest, it held 272.0K shares on 2026-03-31, with a value of $8.3M on 2026-03-31. In the recent 180 days, Compass Wealth Management, LLC/GA has decreased its shares by 99.8K.