Compass Financial Group, Inc/Sd Schwab Strategic Tr 1 5 Yr 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 1 5 Yr C stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 30,172 shares of SCHJ stock, worth $1.46 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
30,172
Previous 23,402
28.93%
Holding current value
$1.46 Million
Previous $1.13 Billion
28.8%
% of portfolio
0.32%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding SCHJ
# of Institutions
94Shares Held
4.54MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.68MShares$81.4 Million0.02% of portfolio
-
Envestnet Asset Management Inc184KShares$8.92 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$8.12 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC161KShares$7.81 Million0.0% of portfolio
-
Columbus Macro, LLC152KShares$7.38 Million2.85% of portfolio