CPA
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Compass Planning Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Compass Planning Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.63M Buy
95,101
+498
+0.5% +$13.8K 2.42% 8
2025
Q1 		$2.51M Buy
94,603
+505
+0.5% +$13.4K 2.54% 8
2024
Q4 		$2.45M Buy
+94,098
New +$2.45M 2.49% 8