Compass Financial Group, Inc/Sd Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 41,038 shares of SCHG stock, worth $4.34 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
41,038
Previous 32,865
24.87%
Holding current value
$4.34 Million
Previous $3.05 Billion
35.8%
% of portfolio
0.9%
Previous 0.71%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,191Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.2 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$961 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$960 Million11.2% of portfolio
-
Envestnet Asset Management Inc8.7MShares$920 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$521 Million1.05% of portfolio