Cornerstone Planning Group LLC Schwab Strategic Tr Us Large C Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
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 263 shares of SCHX stock, worth $17,826. This represents 0.0% of its overall portfolio holdings.
Number of Shares
263
Previous 262
0.38%
Holding current value
$17,826
Previous $15.9 Million
1.11%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio