Cornerstone Planning Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Cornerstone Planning Group LLC

  • $349 Billion
  • Q2 2024

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 54 shares of SCHM stock, worth $4,440. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54
Previous 53 1.89%
Holding current value
$4,440
Previous $4.14 Million 2.95%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $75 - $81
1 Added 1.89%
54 $4.01 Million
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $3,460 - $3,764
53 New
53 $3.77 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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