Compass Advisory Group LLC Schwab Strategic Tr Us Large C Transaction History
Compass Advisory Group LLC
- $210 Million
- Q4 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 107,003 shares of SCHV stock, worth $2.84 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
107,003
Previous 36,958
189.53%
Holding current value
$2.84 Million
Previous $2.97 Million
6.09%
% of portfolio
1.33%
Previous 1.65%
Shares
17 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.47 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$848 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$423 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$268 Million0.66% of portfolio