Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
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 251,294 shares of SCHD stock, worth $7.06 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
251,294
Previous 434,166
42.12%
Holding current value
$7.06 Million
Previous $34.3 Billion
79.41%
% of portfolio
1.87%
Previous 9.83%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,706Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio