Cornerstone Planning Group LLC Schwab Strategic Tr Us Broad M Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
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 10,138 shares of SCHB stock, worth $232,768. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,138
Previous 36,474
72.2%
Holding current value
$232,768
Previous $2.19 Billion
89.58%
% of portfolio
0.06%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$473 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.8 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.7 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.7 Million2.16% of portfolio