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 $429,656. This represents 0.16% of its overall portfolio holdings.
Number of Shares
15,773Holding current value
$429,656% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio