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 $435,019. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,773Holding current value
$435,019% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,953Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio