Schwab Strategic Tr us aggregate b shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 224k | 26.68 |
| 2025-06-30 | $9.2k | 395 | 23.22 |
| 2025-03-31 | $9.0k | 393 | 22.86 |
| 2024-12-31 | $8.9k | 391 | 22.85 |
| 2024-09-30 | $9.0k | 389 | 23.12 |
| 2024-03-31 | $83k | 1.8k | 45.13 |
| 2023-12-31 | $247k | 5.3k | 46.62 |
| 2023-09-30 | $268k | 6.1k | 44.23 |
| 2023-06-30 | $280k | 6.1k | 46.16 |
| 2022-12-31 | $47k | 993 | 47.32 |
More positions owned by Cornerstone Planning Group
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b