Schwab Strategic Tr us lrg cap etf shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $85k | 3.1k | 27.43 |
| 2025-09-30 | $97k | 2.9k | 33.18 |
| 2025-06-30 | $20k | 798 | 24.88 |
| 2025-03-31 | $23k | 1.1k | 21.15 |
| 2024-12-31 | $19k | 793 | 23.79 |
| 2024-09-30 | $18k | 791 | 22.96 |
| 2024-03-31 | $16k | 262 | 60.63 |
| 2023-12-31 | $15k | 262 | 56.40 |
| 2023-09-30 | $13k | 262 | 50.60 |
| 2023-06-30 | $14k | 262 | 52.37 |
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