Compass Advisory Group LLC SCHM Holdings History
Compass Advisory Group LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 650,988.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $17.06 Mil. This investment constitutes 5.94% of their stock portfolio, and Compass Advisory Group LLC now holds 0.16% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then Compass Advisory Group LLC has made 11 purchases of SCHM, at an average price of $30.16, for a total of 660,152.00 shares. In addition, there have been 6 sales at an average price of $67.76 for 9,164.00 shares. Based on historical transaction data and SCHM's current price of $27.76, Compass Advisory Group LLC's estimated gain on his SCHM holdings is $-1.21 Mil, reflecting a -6.10% gain to date.
Compass Advisory Group LLC SCHM ($27.76) Holding Chart
Compass Advisory Group LLC SCHM ($27.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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