Compass Advisory Group LLC SCHB Holdings History
Compass Advisory Group LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 2.34 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $50.38 Mil. This investment constitutes 17.54% of their stock portfolio, and Compass Advisory Group LLC now holds 0.16% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2020Q4. And since then Compass Advisory Group LLC has made 15 purchases of SCHB, at an average price of $30.48, for a total of 2.46 Mil shares. In addition, there have been 2 sales at an average price of $23.65 for 123,908.00 shares. Based on historical transaction data and SCHB's current price of $23.55, Compass Advisory Group LLC's estimated gain on his SCHB holdings is $-17.06 Mil, reflecting a -22.71% gain to date.
Compass Advisory Group LLC SCHB ($23.55) Holding Chart
Compass Advisory Group LLC SCHB ($23.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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