Cornerstone Planning Group LLC Schwab Fundamental U S Large C Transaction History

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,433,911 shares of FNDX stock, worth $34.4 Million. This represents 7.65% of its overall portfolio holdings.

Number of Shares
1,433,911
Previous 1,356,697 5.69%
Holding current value
$34.4 Million
Previous $33.6 Billion 4.69%
% of portfolio
7.65%
Previous 8.24%

Shares

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

Apr 30, 2025
BUY
$23.03 - $25.01 $1.78 Million - $1.93 Million
77,214 Added 5.69%
1,433,911 $32 Billion
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $1.11 Million - $3.38 Million
47,079 Added 3.59%
1,356,697 $33.6 Billion
Q3 2024

Nov 05, 2024
BUY
$65.36 - $71.76 $85.6 Million - $94 Million
1,309,618 New
1,309,618 $31.3 Billion

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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