Cornerstone Planning Group LLC Schwab Fundamental Emerging Mk Transaction History

Cornerstone Planning Group LLC

$490 Billion
Q2 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 318,008 shares of FNDE stock, worth $11.4 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

318,008

Previous 52 611453.85%

Holding current value

$11.4 Million

Previous $1.55 Million 690765.76%

% of portfolio

2.18%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$26.66 - $33.09 $8.48 Million - $10.5 Million	317,956 Added 611453.88%	318,008 $10.7 Billion
Q1 2025 Apr 30, 2025	BUY	$28.11 - $32.0 $1,461 - $1,664	52 New	52 $1.55 Million
Q2 2024 Aug 13, 2024	BUY	$27.2 - $30.7 $27 - $30	1 Added 0.95%	106 $2.97 Million
Q1 2024 May 07, 2024	SELL	$25.58 - $27.83 $3,223 - $3,506	-126 Reduced 54.55%	105 $3.07 Million
Q4 2023 Feb 12, 2024	SELL	$25.33 - $27.18 $835 - $896	-33 Reduced 12.5%	231 $6.27 Million
Q3 2023 Nov 08, 2023	SELL	$26.05 - $28.35 $41,185 - $44,821	-1,581 Reduced 85.69%	264 $6.92 Million
Q2 2023 Aug 15, 2023	SELL	$25.72 - $27.75 $63,374 - $68,376	-2,464 Reduced 57.18%	1,845 $49.4 Million
Q4 2022 Feb 14, 2023	BUY	$23.19 - $26.37 $99,925 - $113,628	4,309 New	4,309 $115 Million

Others Institutions Holding FNDE

# of Institutions

415

Shares Held

164M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Cornerstone Planning Group LLC Schwab Fundamental Emerging Mk Transaction History