Cornerstone Planning Group LLC Schwab Strategic Tr Us Broad M Transaction History
Cornerstone Planning Group LLC
- $407 Billion
- Q4 2024
A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 10,600 shares of SCHB stock, worth $215,074. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,600
Previous 10,138
4.56%
Holding current value
$215,074
Previous $228 Million
8.28%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,268Shares Held
482MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$361 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio