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

Compass Ion Advisors, LLC

  • $773 Million
  • Q4 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 32,481 shares of SCHM stock, worth $830,863. This represents 0.12% of its overall portfolio holdings.

Number of Shares
32,481
Previous 11,504 182.35%
Holding current value
$830,863
Previous $955,000 5.76%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Feb 10, 2025
BUY
$27.54 - $83.04 $577,706 - $1.74 Million
20,977 Added 182.35%
32,481 $900,000
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
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
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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