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 35,326 shares of SCHX stock, worth $826,628. This represents 0.32% of its overall portfolio holdings.

Number of Shares
35,326
Holding current value
$826,628
% of portfolio
0.32%

Shares

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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.