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

Compass Wealth Management, LLC/GA currently holds 328.2K shares with a market value of $9.0M. 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 328.2K shares on 2025-12-31, with a value of $9.0M on 2025-12-31. In the recent 180 days, Compass Wealth Management, LLC/GA has decreased its shares by 49.3K.