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 2,497 shares of SCHG stock, worth $71,039. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,497Holding current value
$71,039% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,371Shares Held
1.89BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
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Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
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Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio