Cornerstone Planning Group LLC Schwab Fundamental Intl Small Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,605,768 shares of FNDC stock, worth $71 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares

1,605,768

Previous 1,317 121826.2%

Holding current value

$71 Million

Previous $56.1 Million 75784.89%

% of portfolio

6.82%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$41.81 - $45.21 $67.1 Million - $72.5 Million	1,604,451 Added 121826.2%	1,605,768 $42.6 Billion
Q2 2025 Aug 11, 2025	SELL	$32.97 - $42.05 $131 - $168	-4 Reduced 0.3%	1,317 $56.1 Million
Q1 2025 Apr 30, 2025	SELL	$33.34 - $37.44 $1,633 - $1,834	-49 Reduced 3.58%	1,321 $49.1 Million
Q4 2024 Jan 29, 2025	BUY	$33.92 - $38.03 $576 - $646	17 Added 1.26%	1,370 $47.7 Million
Q3 2024 Nov 05, 2024	SELL	$33.85 - $38.5 $468,314 - $532,647	-13,835 Reduced 91.09%	1,353 $48.8 Million
Q2 2024 Aug 13, 2024	BUY	$33.97 - $36.16 $515,936 - $549,198	15,188 New	15,188 $514 Million

Others Institutions Holding FNDC

# of Institutions

291

Shares Held

42.9M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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Cornerstone Planning Group LLC Schwab Fundamental Intl Small Transaction History