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 $1.14 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
42,145
Holding current value
$1.14 Million
% of portfolio
3.39%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 09, 2025
BUY
$27.54 - $83.04 $1.16 Million - $3.5 Million
42,145 New
42,145 $1.17 Billion

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
284M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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