Cornerstone Planning Group LLC Schwab Us Aggregate Bond ETF Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 391 shares of SCHZ stock, worth $9,047. This represents 0.0% of its overall portfolio holdings.

Number of Shares

391

Previous 389 0.51%

Holding current value

$9,047

Previous $8.99 Million 0.67%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.63 - $47.53 $45 - $95	2 Added 0.51%	391 $8.93 Million
Q3 2024 Nov 05, 2024	SELL	$45.2 - $47.87 $20,520 - $21,732	-454 Reduced 53.86%	389 $8.99 Million
Q2 2024 Aug 13, 2024	SELL	$44.66 - $45.99 $44,034 - $45,346	-986 Reduced 53.91%	843 $39.6 Million
Q1 2024 May 07, 2024	SELL	$45.44 - $46.67 $157,767 - $162,038	-3,472 Reduced 65.5%	1,829 $82.6 Million
Q4 2023 Feb 12, 2024	SELL	$43.09 - $46.83 $33,006 - $35,871	-766 Reduced 12.63%	5,301 $247 Million
Q2 2023 Aug 15, 2023	BUY	$45.86 - $47.33 $232,693 - $240,152	5,074 Added 510.98%	6,067 $280 Million
Q4 2022 Feb 14, 2023	BUY	$44.04 - $47.03 $43,731 - $46,700	993 New	993 $47 Million

Others Institutions Holding SCHZ

# of Institutions

683

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Cornerstone Planning Group LLC Schwab Us Aggregate Bond ETF Transaction History