Cornerstone Planning Group LLC's ownership history for SCHW

Cornerstone Planning Group LLC currently holds 796 shares with a market value of $80.2K. It started holding SCHW on 2024-09-30. At its peak, it held 327.8K shares on 2025-09-30. Its highest holding value was $12.2M on 2025-09-30. At its lowest, it held 227 shares on 2024-09-30, with a value of $16.3K on 2024-09-30. In the recent 180 days, Cornerstone Planning Group LLC has increased its shares by 73. In the recent year, Cornerstone Planning Group LLC has decreased its shares by 1.1K.