Compass Financial Group, Inc/Sd Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 41,038 shares of SCHG stock, worth $4.27 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
41,038
Previous 32,865
24.87%
Holding current value
$4.27 Million
Previous $3.05 Billion
35.8%
% of portfolio
0.9%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
170MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$1.02 Billion13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio