Compass Ion Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Compass Ion Advisors, LLC

  • $773 Million
  • Q4 2024

A detailed history of Compass Ion Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 104,657 shares of SCHX stock, worth $2.49 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
104,657
Previous 35,326 196.26%
Holding current value
$2.49 Million
Previous $2.4 Million 1.21%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Feb 10, 2025
BUY
$22.4 - $68.28 $1.55 Million - $4.73 Million
69,331 Added 196.26%
104,657 $2.43 Million
Q3 2024

Oct 18, 2024
BUY
$61.11 - $67.85 $2.16 Million - $2.4 Million
35,326 New
35,326 $2.4 Million

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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