Compass Planning Associates Inc Schwab Strategic Tr Us Large C Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Compass Planning Associates Inc holds 22,302 shares of SCHX stock, worth $536,586. This represents 0.52% of its overall portfolio holdings.
Number of Shares
22,302Holding current value
$536,586% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,399Shares Held
737MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.97 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$672 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$616 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$598 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$380 Million32.92% of portfolio