Compass Financial Group, Inc/Sd Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 761,874 shares of SCHB stock, worth $49.3 Million. This represents 10.38% of its overall portfolio holdings.
Number of Shares
761,874
Previous 655,883
16.16%
Holding current value
$49.3 Million
Previous $40 Billion
19.62%
% of portfolio
10.38%
Previous 9.29%
Shares
7 transactions
Others Institutions Holding SCHB
# of Institutions
1,126Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.42 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$408 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$260 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$233 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$219 Million14.63% of portfolio