A detailed history of Compass Ion Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 11,504 shares of SCHM stock, worth $320,156. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,504
Holding current value
$320,156
% of portfolio
0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$75.47 - $83.18 $868,206 - $956,902
11,504 New
11,504 $955,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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