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 22,371 shares of SCHX stock, worth $521,244. This represents 0.5% of its overall portfolio holdings.

Number of Shares
22,371
Previous 22,302 0.31%
Holding current value
$521,244
Previous $517 Million 4.45%
% of portfolio
0.5%
Previous 0.52%

Shares

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

Apr 14, 2025
BUY
$21.75 - $24.28 $1,500 - $1,675
69 Added 0.31%
22,371 $494 Million
Q4 2024

Feb 03, 2025
BUY
$22.4 - $68.28 $499,564 - $1.52 Million
22,302 New
22,302 $517 Million

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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