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Cornerstone Planning Group »

Schwab Strategic Tr us aggregate b shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$83k	1.8k	45.13
2023-12-31	$247k	5.3k	46.62
2023-09-30	$268k	6.1k	44.23
2023-06-30	$280k	6.1k	46.16
2022-12-31	$47k	993	47.32

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)

Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)

Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)

Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)

Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management

Jpmorgan Chase & Co

HPM Partners

Honkamp Krueger Financial Services

Capital Management Associates

Goldman Sachs Group

Rockbridge Investment Management, LCC

Wealth Enhancement Advisory Services

Resources Investment Advisors

McAdam

HighTower Advisors

Charles Schwab Trust

Total Wealth Planning

Hengehold Capital Management

Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b

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