Cornerstone Planning Group LLC FNDX Holdings History
Cornerstone Planning Group LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 1.43 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $31.99 Mil. This investment constitutes 7.65% of their stock portfolio, and Cornerstone Planning Group LLC now holds 0.19% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2024Q3. And since then Cornerstone Planning Group LLC has made 2 purchases of FNDX, at an average price of $23.03, for a total of 4.01 Mil shares. In addition, there have been 1 sales at an average price of $24.25 for 2.57 Mil shares. Based on historical transaction data and FNDX's current price of $24.75, Cornerstone Planning Group LLC's estimated gain on his FNDX holdings is $5.59 Mil, reflecting a 6.06% gain to date.
Cornerstone Planning Group LLC FNDX ($24.75) Holding Chart
Cornerstone Planning Group LLC FNDX ($24.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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