Cornerstone Planning Group LLC Schwab Strategic Tr Us Large C Transaction History
Cornerstone Planning Group LLC
- $322 Billion
- Q1 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 262 shares of SCHX stock, worth $17,352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
262
Previous 262
-0.0%
Holding current value
$17,352
Previous $14.8 Million
7.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,262Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.47 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.34 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.88 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$841 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$697 Million24.51% of portfolio