Cornerstone Planning Group LLC Schwab Us Aggregate Bond ETF Transaction History

Cornerstone Planning Group LLC

  • $349 Billion
  • Q2 2024

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 843 shares of SCHZ stock, worth $40,143. This represents 0.01% of its overall portfolio holdings.

Number of Shares
843
Previous 1,829 53.91%
Holding current value
$40,143
Previous $82.6 Million 51.97%
% of portfolio
0.01%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $44,034 - $45,346
-986 Reduced 53.91%
843 $39.6 Million
Q1 2024

May 07, 2024
SELL
$45.44 - $46.67 $157,767 - $162,038
-3,472 Reduced 65.5%
1,829 $82.6 Million
Q4 2023

Feb 12, 2024
SELL
$43.09 - $46.83 $33,006 - $35,871
-766 Reduced 12.63%
5,301 $247 Million
Q2 2023

Aug 15, 2023
BUY
$45.86 - $47.33 $232,693 - $240,152
5,074 Added 510.98%
6,067 $280 Million
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $43,731 - $46,700
993 New
993 $47 Million

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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