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 94,098 shares of SCHV stock, worth $2.57 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
94,098
Holding current value
$2.57 Million
% of portfolio
2.49%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
855
Shares Held
199M
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
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