Compass Wealth Management, Llc/Ga Schwab Strategic Tr Us Dividen Transaction History
Compass Wealth Management, Llc/Ga
- $187 Billion
- Q2 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 377,573 shares of SCHD stock, worth $10 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
377,573Holding current value
$10 Million% of portfolio
5.36%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
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Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
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Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio