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

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025

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 13 shares of SCHI stock, worth $300. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Previous 12 8.33%
Holding current value
$300
Previous $276,000 4.71%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$21.85 - $22.76 $21 - $22
1 Added 8.33%
13 $289,000
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
246
Shares Held
50.3M
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
  • Industry ETFs
More about SCHI
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