Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 220,358 shares of SCHD stock, worth $5.69 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

220,358

Previous 224,966 2.05%

Holding current value

$5.69 Million

Previous $6.4 Billion 12.48%

% of portfolio

1.34%

Previous 1.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$27.01 - $28.54 $124,462 - $131,512	-4,608 Reduced 2.05%	220,358 $5.6 Billion
Q4 2024 Jan 29, 2025	SELL	$26.93 - $84.95 $709,013 - $2.24 Million	-26,328 Reduced 10.48%	224,966 $6.4 Billion
Q3 2024 Nov 05, 2024	SELL	$77.02 - $85.06 $14.1 Million - $15.6 Million	-182,872 Reduced 42.12%	251,294 $7.06 Billion
Q2 2024 Aug 13, 2024	BUY	$75.81 - $80.15 $1.66 Million - $1.76 Million	21,952 Added 5.33%	434,166 $34.3 Billion
Q1 2024 May 07, 2024	BUY	$75.25 - $80.63 $2.05 Million - $2.19 Million	27,192 Added 7.06%	412,214 $32.1 Billion
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $2.8 Million - $3.2 Million	41,885 Added 12.21%	385,022 $29.3 Billion
Q3 2023 Nov 08, 2023	BUY	$70.63 - $75.66 $3.99 Million - $4.27 Million	56,421 Added 19.68%	343,137 $24.3 Billion
Q2 2023 Aug 15, 2023	BUY	$69.18 - $73.94 $5.13 Million - $5.48 Million	74,099 Added 34.85%	286,716 $20.8 Billion
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $14.3 Million - $16.8 Million	212,617 New	212,617 $16 Billion

Others Institutions Holding SCHD

# of Institutions

1,974

Shares Held

839M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Account

Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History