Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 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 224,966 shares of SCHD stock, worth $6.3 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

224,966

Previous 251,294 10.48%

Holding current value

$6.3 Million

Previous $7.06 Billion 9.33%

% of portfolio

1.57%

Previous 1.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,813

Shares Held

410M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History