Compass Planning Associates Inc SCHV Holdings History
Compass Planning Associates Inc's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 94,603.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $2.51 Mil. This investment constitutes 2.54% of their stock portfolio, and Compass Planning Associates Inc now holds 0.02% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of SCHV, at an average price of $27.00, for a total of 94,603.00 shares. Based on historical transaction data and SCHV's current price of $27.96, Compass Planning Associates Inc's estimated gain on his SCHV holdings is $90,899.68, reflecting a 3.56% gain to date.
Compass Planning Associates Inc SCHV ($27.96) Holding Chart
Compass Planning Associates Inc SCHV ($27.96) 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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