Comprehensive Financial Planning, Inc./Pa Schwab Strategic Tr Us Large C Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 74,573 shares of SCHG stock, worth $2.41 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
74,573
Previous 58,808 26.81%
Holding current value
$2.41 Million
Previous $1.72 Billion 38.53%
% of portfolio
1.63%
Previous 1.35%

Shares

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

Nov 12, 2025
BUY
$28.92 - $32.19 $455,923 - $507,475
15,765 Added 26.81%
74,573 $2.38 Billion
Q2 2025

Aug 08, 2025
BUY
$22.27 - $29.21 $1,224 - $1,606
55 Added 0.09%
58,808 $1.72 Billion
Q1 2025

May 09, 2025
SELL
$24.91 - $29.02 $2.1 Million - $2.44 Million
-84,109 Reduced 58.87%
58,753 $1.47 Billion
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $3.7 Million - $15 Million
142,862 New
142,862 $3.98 Billion

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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