Cornerstone Planning Group LLC Schwab Us Aggregate Bond ETF Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 223,462 shares of SCHZ stock, worth $5.23 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
223,462
Previous 395 56472.66%
Holding current value
$5.23 Million
Previous $9.17 Million 64916.09%
% of portfolio
0.95%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
$22.9 - $23.58 $5.11 Million - $5.26 Million
223,067 Added 56472.66%
223,462 $5.96 Billion
Q2 2025

Aug 11, 2025
BUY
$22.68 - $23.28 $45 - $46
2 Added 0.51%
395 $9.17 Million
Q1 2025

Apr 30, 2025
BUY
$22.46 - $23.26 $44 - $46
2 Added 0.51%
393 $8.99 Million
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $45 - $95
2 Added 0.51%
391 $8.93 Million
Q3 2024

Nov 05, 2024
SELL
$45.2 - $47.87 $20,520 - $21,732
-454 Reduced 53.86%
389 $8.99 Million
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $44,034 - $45,346
-986 Reduced 53.91%
843 $39.6 Million
Q1 2024

May 07, 2024
SELL
$45.44 - $46.67 $157,767 - $162,038
-3,472 Reduced 65.5%
1,829 $82.6 Million
Q4 2023

Feb 12, 2024
SELL
$43.09 - $46.83 $33,006 - $35,871
-766 Reduced 12.63%
5,301 $247 Million
Q2 2023

Aug 15, 2023
BUY
$45.86 - $47.33 $232,693 - $240,152
5,074 Added 510.98%
6,067 $280 Million
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $43,731 - $46,700
993 New
993 $47 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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