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Schwab Strategic Tr 0 shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 0 by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $199k 7.4k 26.78
2025-12-31 $59k 2.2k 26.63
2025-09-30 $10k 111 91.50
2025-06-30 $2.6k 99 26.68
2025-03-31 $9.6k 361 26.50
2024-09-30 $6.8k 260 26.32
2024-03-31 $2.5k 48 51.52
2023-12-31 $6.7k 128 52.20
2023-09-30 $7.8k 155 50.49
2023-06-30 $14k 262 52.43
2022-12-31 $29k 551 53.12