Compass Ion Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
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
11,504Holding current value
$320,156% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
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High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio