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

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

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 255 shares of SCHM stock, worth $7,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 161 58.39%
Holding current value
$7,435
Previous $4.6 Million 30.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
$28.15 - $30.13 $2,646 - $2,832
94 Added 58.39%
255 $6.01 Million
Q1 2025

Apr 30, 2025
BUY
$25.58 - $29.24 $25 - $29
1 Added 0.63%
161 $4 Million
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
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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