Cornerstone Planning Group LLC's ownership history for SCHB

Cornerstone Planning Group LLC currently holds 3.1K shares with a market value of $82.7K. It started holding SCHB on 2024-09-30. At its peak, it held 17.5K shares on 2025-03-31. Its highest holding value was $423.7K on 2025-06-30. At its lowest, it held 3.1K shares on 2025-09-30, with a value of $82.7K on 2025-09-30. In the recent 180 days, Cornerstone Planning Group LLC has decreased its shares by 14.4K. In the recent year, Cornerstone Planning Group LLC has decreased its shares by 7.1K.