Compass Planning Associates Inc Schwab Strategic Tr Us Emergin Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Compass Planning Associates Inc holds 3,067 shares of SCHE stock, worth $82,686. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,067Holding current value
$82,686% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
785Shares Held
142MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$572 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$518 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.7 Million4.21% of portfolio