Cornerstone Planning Group LLC Schwab Strategic Tr Us Large C Transaction History

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,069 shares of SCHX stock, worth $24,907. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,069
Previous 793 34.8%
Holding current value
$24,907
Previous $18.9 Million 19.88%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$21.75 - $24.28 $6,003 - $6,701
276 Added 34.8%
1,069 $22.6 Million
Q4 2024

Jan 29, 2025
BUY
$22.4 - $68.28 $44 - $136
2 Added 0.25%
793 $18.9 Million
Q3 2024

Nov 05, 2024
BUY
$61.11 - $67.85 $32,266 - $35,824
528 Added 200.76%
791 $18.2 Million
Q2 2024

Aug 13, 2024
BUY
$58.7 - $64.78 $58 - $64
1 Added 0.38%
263 $16.1 Million
Q2 2023

Aug 15, 2023
BUY
$47.67 - $52.37 $12,489 - $13,720
262 New
262 $13.7 Million

Others Institutions Holding SCHX

# of Institutions
1,498
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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