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 $267. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12
Previous 7
71.43%
Holding current value
$267
Previous $277,000
1.08%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
193Shares Held
138MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$2.66 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA4.16MShares$92.7 Million4.63% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83.1 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.3 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio