Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History

Cornerstone Planning Group LLC

$349 Billion
Q2 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 434,166 shares of SCHD stock, worth $36.6 Million. This represents 9.83% of its overall portfolio holdings.

Number of Shares

434,166

Previous 412,214 5.33%

Holding current value

$36.6 Million

Previous $32.1 Billion 6.69%

% of portfolio

9.83%

Previous 10.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,658

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History