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 $1.1 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
42,145Holding current value
$1.1 Million% of portfolio
3.39%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
273MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio