Schwab U S Broad Market ETF shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $453k | 17k | 26.83 |
| 2025-09-30 | $83k | 3.1k | 26.89 |
| 2025-06-30 | $424k | 18k | 24.24 |
| 2025-03-31 | $360k | 18k | 20.61 |
| 2024-12-31 | $247k | 11k | 23.27 |
| 2024-09-30 | $228k | 10k | 22.47 |
| 2024-03-31 | $8.5k | 143 | 59.55 |
| 2023-12-31 | $8.0k | 143 | 55.67 |
| 2023-09-30 | $7.1k | 143 | 49.85 |
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