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 $62,474. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,497Holding current value
$62,474% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,481Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39.1 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$996 Million2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$981 Million14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$955 Million1.41% of portfolio