Cornerstone Planning Group LLC Schwab Strategic Tr Us Broad M Transaction History

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 17,488 shares of SCHB stock, worth $373,368. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,488
Previous 10,600 64.98%
Holding current value
$373,368
Previous $247 Million 46.12%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Apr 30, 2025
BUY
$21.23 - $23.75 $146,232 - $163,590
6,888 Added 64.98%
17,488 $360 Million
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $10,168 - $30,870
462 Added 4.56%
10,600 $247 Million
Q3 2024

Nov 05, 2024
SELL
$59.93 - $66.52 $1.58 Million - $1.75 Million
-26,336 Reduced 72.2%
10,138 $228 Million
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $2.09 Million - $2.3 Million
36,331 Added 25406.29%
36,474 $2.19 Billion
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $7,091 - $7,660
143 New
143 $7.13 Million

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
478M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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