Cornerstone Planning Group LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 12 shares of SCHI stock, worth $270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 7 71.43%
Holding current value
$270
Previous $277,000 1.08%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$43.73 - $46.29 $218 - $231
5 Added 71.43%
12 $274,000
Q1 2024

May 07, 2024
SELL
$43.87 - $44.99 $5,571 - $5,713
-127 Reduced 94.78%
7 $264,000
Q4 2023

Feb 12, 2024
BUY
$40.96 - $45.17 $5,488 - $6,052
134 New
134 $6.02 Million

Others Institutions Holding SCHI

# of Institutions
196
Shares Held
19.4M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email