Cornerstone Planning Group LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 12 shares of SCHI stock, worth $267. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 7 71.43%
Holding current value
$267
Previous $277,000 1.08%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$43.73 - $46.29 $218 - $231
5 Added 71.43%
12 $274,000
Q1 2024

May 07, 2024
SELL
$43.87 - $44.99 $5,571 - $5,713
-127 Reduced 94.78%
7 $264,000
Q4 2023

Feb 12, 2024
BUY
$40.96 - $45.17 $5,488 - $6,052
134 New
134 $6.02 Million

Others Institutions Holding SCHI

# of Institutions
195
Shares Held
19.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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More about SCHI
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