Cornerstone Planning Group LLC Schwab Strategic Tr Us Large C Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,931 shares of SCHX stock, worth $77,788. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,931

Previous 798 267.29%

Holding current value

$77,788

Previous $19.9 Million 389.86%

% of portfolio

0.02%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.46 - $26.5 $52,173 - $56,524	2,133 Added 267.29%	2,931 $97.3 Million
Q2 2025 Aug 11, 2025	SELL	$19.6 - $24.44 $5,311 - $6,623	-271 Reduced 25.35%	798 $19.9 Million
Q1 2025 Apr 30, 2025	BUY	$21.75 - $24.28 $6,003 - $6,701	276 Added 34.8%	1,069 $22.6 Million
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $44 - $136	2 Added 0.25%	793 $18.9 Million
Q3 2024 Nov 05, 2024	BUY	$61.11 - $67.85 $32,266 - $35,824	528 Added 200.76%	791 $18.2 Million

Q2 2024 Aug 13, 2024	BUY	$58.7 - $64.78 $58 - $64	1 Added 0.38%	263 $16.1 Million
Q2 2023 Aug 15, 2023	BUY	$47.67 - $52.37 $12,489 - $13,720	262 New	262 $13.7 Million

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

Cornerstone Planning Group LLC Schwab Strategic Tr Us Large C Transaction History