Cornerstone Planning Group »

Schwab Strategic Tr intrm trm shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $460k 19k 23.80
2025-03-31 $17k 696 24.73
2023-06-30 $9.4k 190 49.28
2022-12-31 $7.2k 143 50.65

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm