Compass Advisory Group LLC SCHG Holdings History
Compass Advisory Group LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 191,748.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $4.80 Mil. This investment constitutes 1.67% of their stock portfolio, and Compass Advisory Group LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2020Q4. And since then Compass Advisory Group LLC has made 11 purchases of SCHG, at an average price of $47.38, for a total of 379,543.00 shares. In addition, there have been 6 sales at an average price of $73.36 for 187,795.00 shares. Based on historical transaction data and SCHG's current price of $28.88, Compass Advisory Group LLC's estimated gain on his SCHG holdings is $1.33 Mil, reflecting a 7.40% gain to date.
Compass Advisory Group LLC SCHG ($28.88) Holding Chart
Compass Advisory Group LLC SCHG ($28.88) 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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