Compass Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Compass Advisory Group LLC holds 42,289 shares of SCHG stock, worth $4.26 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
42,289
Previous 43,735
3.31%
Holding current value
$4.26 Million
Previous $3.63 Million
8.08%
% of portfolio
2.64%
Previous 2.17%
Shares
14 transactions
Others Institutions Holding SCHG
# of Institutions
1,185Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.15 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$917 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL8.98MShares$906 Million12.55% of portfolio
-
Envestnet Asset Management Inc8.7MShares$878 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$497 Million1.05% of portfolio