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 $1.49 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
30,172
Previous 23,402
28.93%
Holding current value
$1.49 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
4.59MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$85.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc185KShares$9.14 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$8.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$8.12 Million0.02% of portfolio
-
Tap Consulting, LLC156KShares$7.68 Million1.65% of portfolio