Compass Ion Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 50,868 shares of SCHD stock, worth $1.45 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
50,868
Previous 16,301
212.05%
Holding current value
$1.45 Million
Previous $1.38 Million
0.87%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio