Compass Financial Group, Inc/Sd Schwab Us Aggregate Bond ETF Transaction History
Compass Financial Group, Inc/Sd
- $462 Billion
- Q2 2024
A detailed history of Compass Financial Group, Inc/Sd transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 48,048 shares of SCHZ stock, worth $2.2 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
48,048
Previous 38,985
23.25%
Holding current value
$2.2 Million
Previous $1.79 Billion
22.12%
% of portfolio
0.47%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio