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

Compass Planning Associates Inc

  • $109 Billion
  • Q3 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 6,655 shares of SCHG stock, worth $211,229. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,655
Previous 6,269 6.16%
Holding current value
$211,229
Previous $183 Million 15.98%
% of portfolio
0.19%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$28.92 - $32.19 $11,163 - $12,425
386 Added 6.16%
6,655 $212 Million
Q2 2025

Jul 21, 2025
BUY
$22.27 - $29.21 $42,758 - $56,083
1,920 Added 44.15%
6,269 $183 Million
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
1,628
Shares Held
815M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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