Compass Wealth Management LLC's ownership history for SCHW

Compass Wealth Management LLC currently holds 32.6K shares with a market value of $3.3M. It started holding SCHW on 2024-09-30. At its peak, it held 37.8K shares on 2024-09-30. Its highest holding value was $3.3M on 2025-12-31. At its lowest, it held 32.6K shares on 2025-12-31, with a value of $2.5M on 2024-09-30. In the recent 180 days, Compass Wealth Management LLC has decreased its shares by 1.4K. In the recent year, Compass Wealth Management LLC has decreased its shares by 3.2K.