Cornerstone Planning Group LLC's ownership history for SCHD

Cornerstone Planning Group LLC currently holds 225.9K shares with a market value of $6.6M. It started holding SCHD on 2024-09-30. At its peak, it held 251.3K shares on 2024-09-30. Its highest holding value was $7.1M on 2024-09-30. At its lowest, it held 732 shares on 2025-09-30, with a value of $19.7K on 2025-09-30. In the recent 180 days, Cornerstone Planning Group LLC has increased its shares by 4.3K. In the recent year, Cornerstone Planning Group LLC has increased its shares by 901.