Cornerstone Planning Group LLC Schwab Intermediate Term Us Tr Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 19,324 shares of SCHR stock, worth $485,225. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,324
Holding current value
$485,225
% of portfolio
0.07%

Shares

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

Nov 04, 2025
BUY
$24.69 - $25.26 $477,109 - $488,124
19,324 New
19,324 $460 Million
Q1 2025

Apr 30, 2025
BUY
$24.05 - $24.86 $16,738 - $17,302
696 New
696 $17.2 Million
Q2 2023

Aug 15, 2023
BUY
$49.25 - $50.96 $2,314 - $2,395
47 Added 32.87%
190 $9.36 Million
Q4 2022

Feb 14, 2023
BUY
$48.12 - $50.24 $6,881 - $7,184
143 New
143 $7.24 Million

Others Institutions Holding SCHR

# of Institutions
515
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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