Cornerstone Planning, LLC Schwab Strategic Tr Us Broad M Transaction History
Cornerstone Planning, LLC
- $262 Billion
- Q4 2024
A detailed history of Cornerstone Planning, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cornerstone Planning, LLC holds 52,261 shares of SCHB stock, worth $1.32 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
52,261Holding current value
$1.32 Million% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,350Shares Held
569MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.63 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.42 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$424 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$332 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$308 Million3.25% of portfolio