Compass Planning Associates Inc Schwab Strategic Tr Us Large C Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

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 94,603 shares of SCHV stock, worth $2.44 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
94,603
Previous 94,098 0.54%
Holding current value
$2.44 Million
Previous $2.45 Billion 2.5%
% of portfolio
2.54%
Previous 2.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$25.77 - $27.6 $13,013 - $13,938
505 Added 0.54%
94,603 $2.51 Billion
Q4 2024

Feb 03, 2025
BUY
$25.79 - $80.4 $2.43 Million - $7.57 Million
94,098 New
94,098 $2.45 Billion

Others Institutions Holding SCHV

# of Institutions
908
Shares Held
331M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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