Compass Ion Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Compass Ion Advisors, LLC

  • $759 Million
  • Q3 2024

A detailed history of Compass Ion Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 11,504 shares of SCHM stock, worth $323,147. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,504
Holding current value
$323,147
% of portfolio
0.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$75.47 - $83.18 $868,206 - $956,902
11,504 New
11,504 $955,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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