Compass Advisory Group LLC's ownership history for SCHD

Compass Advisory Group LLC currently holds 12.6K shares with a market value of $346.6K. 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 $346.6K on 2025-12-31. In the recent 180 days, Compass Advisory Group LLC has decreased its shares by 1.6K. In the recent year, Compass Advisory Group LLC has decreased its shares by 702.