Cornerstone Planning, LLC Schwab Strategic Tr Us Dividen Transaction History
Cornerstone Planning, LLC
- $262 Billion
- Q4 2024
A detailed history of Cornerstone Planning, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cornerstone Planning, LLC holds 15,773 shares of SCHD stock, worth $413,094. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,773Holding current value
$413,094% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$865 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$774 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$769 Million0.06% of portfolio