Compass Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Wealth Management LLC holds 80 shares of SCHD stock, worth $2,065. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80Holding current value
$2,065% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,975Shares Held
840MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.27.6MShares$714 Million4.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio