Cornerstone Planning Group LLC Schwab Strategic Tr Us Broad M Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 2024
A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 143 shares of SCHB stock, worth $9,059. This represents 0.0% of its overall portfolio holdings.
Number of Shares
143
Previous 143
-0.0%
Holding current value
$9,059
Previous $7.96 Million
6.96%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,129Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$254 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio