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

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 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 17,479 shares of SCHB stock, worth $428,759. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,479
Previous 17,488 0.05%
Holding current value
$428,759
Previous $360 Million 17.55%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$19.1 - $23.83 $171 - $214
-9 Reduced 0.05%
17,479 $424 Million
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
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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