Charles Schwab Corporation shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 328k | 37.08 |
| 2025-06-30 | $187k | 1.9k | 96.46 |
| 2025-03-31 | $36k | 463 | 77.85 |
| 2024-12-31 | $20k | 243 | 82.53 |
| 2024-09-30 | $16k | 227 | 71.89 |
| 2024-03-31 | $14k | 183 | 76.04 |
| 2023-12-31 | $22k | 321 | 68.80 |
| 2023-09-30 | $18k | 321 | 54.90 |
| 2023-06-30 | $22k | 387 | 56.68 |
| 2022-12-31 | $28k | 365 | 76.32 |
More positions owned by Cornerstone Planning Group
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