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 38,204 shares of SCHV stock, worth $2.83 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
38,204
Previous 38,299
0.25%
Holding current value
$2.83 Million
Previous $2.68 Million
8.12%
% of portfolio
1.95%
Previous 1.6%
Shares
14 transactions
Others Institutions Holding SCHV
# of Institutions
787Shares Held
102MCall Options Held
9.1KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19MShares$1.41 Billion3.26% of portfolio
-
Sei Investments CO Oaks, PA10.9MShares$811 Million1.25% of portfolio
-
Mather Group, Llc. Chicago, IL10.5MShares$778 Million12.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.58MShares$339 Million0.8% of portfolio
-
Avantax Planning Partners, Inc.4.1MShares$304 Million10.12% of portfolio