Compass Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Compass Wealth Management LLC holds 3,006 shares of SCHX stock, worth $65,921. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,006Holding current value
$65,921% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,481Shares Held
1.1BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$771 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$724 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$575 Million8.63% of portfolio