Compass Financial Group, Inc/Sd Schwab Strategic Tr Us Small C Transaction History
Compass Financial Group, Inc/Sd
- $462 Billion
- Q2 2024
A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 108,022 shares of SCHA stock, worth $5.52 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
108,022
Previous 95,593
13.0%
Holding current value
$5.52 Million
Previous $4.71 Billion
8.89%
% of portfolio
1.11%
Previous 1.09%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,117Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.9 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$610 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$537 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$440 Million0.1% of portfolio