Compass Planning Associates Inc Schwab Strategic Tr Intl Eqty Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q2 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 7,168 shares of SCHF stock, worth $161,208. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,168
Previous 7,122
0.65%
Holding current value
$161,208
Previous $141 Million
12.46%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHF
# of Institutions
1,459Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.83 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$4.16 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.83 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.36 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.6 Billion11.16% of portfolio