Compass Planning Associates Inc Schwab Strategic Tr Intl Eqty Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Compass Planning Associates Inc holds 7,122 shares of SCHF stock, worth $145,217. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,122
Previous 7,122
-0.0%
Holding current value
$145,217
Previous $132 Million
6.92%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,383Shares Held
1.51BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.83 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.69 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.51 Billion6.73% of portfolio
-
Wealthfront Advisers LLC107MShares$2.19 Billion5.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.45 Billion11.16% of portfolio