Cornerstone Planning Group LLC Schwab Strategic Tr Us Large C Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 162 shares of SCHG stock, worth $5,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
162
Previous 1,248 87.02%
Holding current value
$5,226
Previous $37.3 Million 87.23%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$28.92 - $32.19 $31,407 - $34,958
-1,086 Reduced 87.02%
162 $4.76 Million
Q2 2025

Aug 11, 2025
BUY
$22.27 - $29.21 $24,541 - $32,189
1,102 Added 754.79%
1,248 $37.3 Million
Q1 2025

Apr 30, 2025
BUY
$24.91 - $29.02 $3,636 - $4,236
146 New
146 $3.54 Million

Others Institutions Holding SCHG

# of Institutions
1,684
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email