Cornerstone Planning Group LLC Schwab Fundamental U S Large C Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 186 shares of FNDX stock, worth $4,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186
Previous 1,550,283 99.99%
Holding current value
$4,942
Previous $38.2 Billion 99.99%
% of portfolio
0.0%
Previous 7.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$24.38 - $26.34 $37.8 Million - $40.8 Million
-1,550,097 Reduced 99.99%
186 $4.68 Million
Q2 2025

Aug 11, 2025
BUY
$20.84 - $24.54 $2.43 Million - $2.86 Million
116,372 Added 8.12%
1,550,283 $38.2 Billion
Q1 2025

Apr 30, 2025
BUY
$23.03 - $25.01 $1.78 Million - $1.93 Million
77,214 Added 5.69%
1,433,911 $32 Billion
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $1.11 Million - $3.38 Million
47,079 Added 3.59%
1,356,697 $33.6 Billion
Q3 2024

Nov 05, 2024
BUY
$65.36 - $71.76 $85.6 Million - $94 Million
1,309,618 New
1,309,618 $31.3 Billion

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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