Cornerstone Planning, LLC Schwab Strategic Tr Us Broad M Transaction History
Cornerstone Planning, LLC
- $262 Billion
- Q4 2024
A detailed history of Cornerstone Planning, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cornerstone Planning, LLC holds 52,261 shares of SCHB stock, worth $1.35 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
52,261Holding current value
$1.35 Million% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,376Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio