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

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024

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 3 shares of SCHV stock, worth $78. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 2 50.0%
Holding current value
$78
Previous $74,000 8.11%
% 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
$73.43 - $80.37 $73 - $80
1 Added 50.0%
3 $80,000
Q2 2024

Aug 13, 2024
BUY
$71.74 - $75.86 $71 - $75
1 Added 100.0%
2 $74,000
Q3 2023

Nov 08, 2023
BUY
$64.45 - $69.39 $64 - $69
1 New
1 $64,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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