Compass Ion Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Compass Ion Advisors, LLC

  • $773 Million
  • Q4 2024

A detailed history of Compass Ion Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 50,868 shares of SCHD stock, worth $1.43 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
50,868
Previous 16,301 212.05%
Holding current value
$1.43 Million
Previous $1.38 Million 0.87%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $930,889 - $2.94 Million
34,567 Added 212.05%
50,868 $1.39 Million
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $1.26 Million - $1.39 Million
16,301 New
16,301 $1.38 Million

Others Institutions Holding SCHD

# of Institutions
1,934
Shares Held
822M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email