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 $7.38 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
251,294
Previous 434,166 42.12%
Holding current value
$7.38 Million
Previous $34.3 Billion 79.41%
% of portfolio
1.87%
Previous 9.83%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

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.