Cornerstone Planning Group LLC Schwab Strategic Tr Us Dividen Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 732 shares of SCHD stock, worth $19,939. This represents 0.0% of its overall portfolio holdings.

Number of Shares
732
Previous 221,614 99.67%
Holding current value
$19,939
Previous $5.93 Billion 99.67%
% of portfolio
0.0%
Previous 1.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$26.38 - $27.95 $5.83 Million - $6.17 Million
-220,882 Reduced 99.67%
732 $19.7 Million
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $30,545 - $35,004
1,256 Added 0.57%
221,614 $5.93 Billion
Q1 2025

Apr 30, 2025
SELL
$27.01 - $28.54 $124,462 - $131,512
-4,608 Reduced 2.05%
220,358 $5.6 Billion
Q4 2024

Jan 29, 2025
SELL
$26.93 - $84.95 $709,013 - $2.24 Million
-26,328 Reduced 10.48%
224,966 $6.4 Billion
Q3 2024

Nov 05, 2024
SELL
$77.02 - $85.06 $14.1 Million - $15.6 Million
-182,872 Reduced 42.12%
251,294 $7.06 Billion
Q2 2024

Aug 13, 2024
BUY
$75.81 - $80.15 $1.66 Million - $1.76 Million
21,952 Added 5.33%
434,166 $34.3 Billion
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $2.05 Million - $2.19 Million
27,192 Added 7.06%
412,214 $32.1 Billion
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $2.8 Million - $3.2 Million
41,885 Added 12.21%
385,022 $29.3 Billion
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $3.99 Million - $4.27 Million
56,421 Added 19.68%
343,137 $24.3 Billion
Q2 2023

Aug 15, 2023
BUY
$69.18 - $73.94 $5.13 Million - $5.48 Million
74,099 Added 34.85%
286,716 $20.8 Billion
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $14.3 Million - $16.8 Million
212,617 New
212,617 $16 Billion

Others Institutions Holding SCHD

# of Institutions
2,055
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
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More about SCHD
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