Compass Financial Services Inc Schwab Strategic Tr Us Dividen Transaction History
Compass Financial Services Inc
- $191 Billion
- Q1 2025
A detailed history of Compass Financial Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Financial Services Inc holds 1,705 shares of SCHD stock, worth $45,523. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,705
Previous 1,690
0.89%
Holding current value
$45,523
Previous $46.2 Million
3.27%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$882 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$861 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$784 Million0.06% of portfolio