Cornerstone Planning Group LLC Schwab Strategic U.S. Mid Cap Transaction History

Cornerstone Planning Group LLC

  • $407 Billion
  • Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 160 shares of SCHM stock, worth $4,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares
160
Previous 159 0.63%
Holding current value
$4,187
Previous $4.45 Million 4.2%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $27 - $83
1 Added 0.63%
160 $4.64 Million
Q3 2024

Nov 05, 2024
BUY
$75.47 - $83.18 $7,924 - $8,733
105 Added 194.44%
159 $4.45 Million
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $75 - $81
1 Added 1.89%
54 $4.01 Million
Q2 2023

Aug 15, 2023
BUY
$65.29 - $71.03 $3,460 - $3,764
53 New
53 $3.77 Million

Others Institutions Holding SCHM

# of Institutions
1,007
Shares Held
274M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email