Compound Planning, Inc. SCHG Holdings History
Compound Planning, Inc.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 1.45 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $36.43 Mil. This investment constitutes 1.66% of their stock portfolio, and Compound Planning, Inc. now holds 0.1% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 7 purchases of SCHG, at an average price of $39.76, for a total of 1.46 Mil shares. In addition, there have been 1 sales at an average price of $68.45 for 3,072.00 shares. Based on historical transaction data and SCHG's current price of $29.02, Compound Planning, Inc.'s estimated gain on his SCHG holdings is $-15.54 Mil, reflecting a -26.81% gain to date.
Compound Planning, Inc. SCHG ($29.02) Holding Chart
Compound Planning, Inc. SCHG ($29.02) 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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