Cornerstone Planning, LLC SCHX Holdings History
Number of Shares
573,497.00
Current Holdings Value*
$13.29 Mil
% of Portfolio
5.08%
Total Estimate Gain
$883,185.38
% of Total Estimate Gain
6.60%
Cornerstone Planning, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-12-31, Cornerstone Planning, LLC held 573,497.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $13.29 Mil. This investment constitutes 5.08% of their stock portfolio, and Cornerstone Planning, LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SCHX's current price of $24.86, Cornerstone Planning, LLC's estimated gain on his SCHX holdings is $883,185.38, reflecting a 6.60% gain to date.
Cornerstone Planning, LLC SCHX ($24.86) Holding Chart
Cornerstone Planning, LLC SCHX ($24.86) 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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