Cornerstone Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Cornerstone Planning, LLC
- $262 Billion
- Q4 2024
A detailed history of Cornerstone Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Planning, LLC holds 573,497 shares of SCHX stock, worth $15 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
573,497Holding current value
$15 Million% of portfolio
5.08%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,568Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.4 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$941 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$891 Million29.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$863 Million9.79% of portfolio