Compass Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History

Compass Wealth Management LLC

$425 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	SELL	$33.82 - $36.71 $3,686 - $4,001	-109 Reduced 12.18%	786 $26.7 Million
Q1 2023 May 15, 2023	BUY	$32.42 - $35.44 $29,015 - $31,718	895 New	895 $31.1 Million

Others Institutions Holding SCHF

# of Institutions

1,210

Shares Held

860M

Call Options Held

38.3K

Put Options Held

600

Northwestern Mutual Wealth Management CO

147M
Shares

$2.91 Billion
5.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

118M
Shares

$2.34 Billion
0.87% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

80M
Shares

$1.59 Billion
11.44% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

78M
Shares

$1.55 Billion
6.68% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.42 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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