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 4,349 shares of SCHG stock, worth $109,942. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,349
Previous 2,497 74.17%
Holding current value
$109,942
Previous $69.6 Million 56.5%
% of portfolio
0.11%
Previous 0.07%

Shares

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

Apr 14, 2025
BUY
$24.91 - $29.02 $46,133 - $53,745
1,852 Added 74.17%
4,349 $109 Million
Q4 2024

Feb 03, 2025
BUY
$25.93 - $105.3 $64,747 - $262,934
2,497 New
2,497 $69.6 Million

Others Institutions Holding SCHG

# of Institutions
1,483
Shares Held
706M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email