ENCOMPASS WEALTH ADVISORS, LLC - Schwab Bank Sweep Feature ownership

Schwab Bank Sweep Feature's ticker is and the CUSIP is H67346348. A total of 1 filers reported holding Schwab Bank Sweep Feature in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of Schwab Bank Sweep Feature
ValueSharesWeighting
Q3 2022$754,0000.0%754,3720.0%0.29%
+7.5%
Q2 2022$754,000
-18.6%
754,372
-18.5%
0.27%
+14.1%
Q1 2022$926,000
-44.3%
925,842
-44.3%
0.23%
-42.1%
Q4 2021$1,662,000
+31.4%
1,662,244
+31.3%
0.40%
+22.4%
Q3 2021$1,265,000
-13.3%
1,265,839
-13.3%
0.33%
-8.1%
Q2 2021$1,459,000
-19.3%
1,459,488
-19.3%
0.36%
-22.1%
Q1 2021$1,807,0001,807,8740.46%
Other shareholders
Schwab Bank Sweep Feature shareholders Q1 2022
NameSharesValueWeighting ↓
ENCOMPASS WEALTH ADVISORS, LLC 925,842$926,0000.23%
View complete list of Schwab Bank Sweep Feature shareholders