Compass Financial Group, Inc/Sd Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 108,022 shares of SCHA stock, worth $5.12 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
108,022
Previous 95,593
13.0%
Holding current value
$5.12 Million
Previous $4.71 Billion
8.89%
% of portfolio
1.11%
Previous 1.09%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,104Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.62 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$559 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$499 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$408 Million0.1% of portfolio