Compass Capital Corp /Ma/ /Adv Schwab Strategic Tr Us Large C Transaction History
Compass Capital Corp /Ma/ /Adv
- $191 Billion
- Q1 2025
A detailed history of Compass Capital Corp /Ma/ /Adv transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Compass Capital Corp /Ma/ /Adv holds 29,547 shares of SCHG stock, worth $746,948. This represents 0.35% of its overall portfolio holdings.
Number of Shares
29,547
Previous 37,467
21.14%
Holding current value
$746,948
Previous $1.04 Billion
35.46%
% of portfolio
0.35%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.22 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio