Compass Investment Advisers LLC Schwab Strategic U.S. Mid Cap Transaction History
Compass Investment Advisers LLC
- $34.4 Billion
- Q4 2024
A detailed history of Compass Investment Advisers LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Compass Investment Advisers LLC holds 42,145 shares of SCHM stock, worth $1.24 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
42,145Holding current value
$1.24 Million% of portfolio
3.39%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,043Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
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Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio