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Cornerstone Planning Group LLC → SCHW-PJ
Cornerstone Planning Group LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
63
Latest value
$465K
Q3 2026
Peak value
$56.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.2M |
| Q3 2025 | $83K |
| Q3 2025 | $97K |
| Q3 2025 | $5K |
| Q3 2025 | $6K |
| Q3 2025 | $91K |
| Q3 2025 | $54K |
| Q3 2025 | $5K |
| Q3 2025 | $20K |
| Q3 2025 | $4K |
| Q3 2025 | $6M |
| Q3 2025 | $460K |
| Q3 2025 | $10K |
| Q4 2025 | $75K |
| Q4 2025 | $453K |
| Q4 2025 | $84K |
| Q4 2025 | $95K |
| Q4 2025 | $5K |
| Q4 2025 | $14K |
| Q4 2025 | $14.1M |
| Q4 2025 | $103K |
| Q4 2025 | $44.2M |
| Q4 2025 | $6.6M |
| Q4 2025 | $435K |
| Q4 2025 | $6K |
| Q4 2025 | $8K |
| Q4 2025 | $59K |
| Q1 2026 | $76K |
| Q1 2026 | $470K |
| Q1 2026 | $89K |
| Q1 2026 | $4.4M |
| Q1 2026 | $6K |
| Q1 2026 | $11K |
| Q1 2026 | $17M |
| Q1 2026 | $135K |
| Q1 2026 | $51.2M |
| Q1 2026 | $2.6M |
| Q1 2026 | $451K |
| Q1 2026 | $6K |
| Q1 2026 | $82K |
| Q1 2026 | $5K |
| Q1 2026 | $199K |
| Q2 2026 | $80K |
| Q2 2026 | $481K |
| Q2 2026 | $97K |
| Q2 2026 | $4.7M |
| Q2 2026 | $6K |
| Q2 2026 | $11K |
| Q2 2026 | $17.7M |
| Q2 2026 | $122K |
| Q2 2026 | $55.1M |
| Q2 2026 | $2.6M |
| Q2 2026 | $466K |
| Q2 2026 | $17K |
| Q2 2026 | $12K |
| Q2 2026 | $4K |
| Q2 2026 | $167K |
| Q3 2026 | $488K |
| Q3 2026 | $5.2M |
| Q3 2026 | $3.8M |
| Q3 2026 | $56.1M |
| Q3 2026 | $2.6M |
| Q3 2026 | $465K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $465K | 17.0K | — | — |
| Q3 2026 | $2.6M | 78.2K | — | — |
| Q3 2026 | $56.1M | 1.75M | — | — |
| Q3 2026 | $3.8M | 87.7K | — | — |
| Q3 2026 | $5.2M | 141.1K | — | — |
| Q3 2026 | $488K | 16.3K | — | — |
| Q2 2026 | $167K | 6.4K | — | — |
| Q2 2026 | $4K | 183 | — | — |
| Q2 2026 | $12K | 480 | — | — |
| Q2 2026 | $17K | 735 | — | — |
| Q2 2026 | $466K | 17.0K | — | — |
| Q2 2026 | $2.6M | 79.1K | — | — |
| Q2 2026 | $55.1M | 1.74M | — | — |
| Q2 2026 | $122K | 2.3K | — | — |
| Q2 2026 | $17.7M | 432.7K | — | — |
| Q2 2026 | $11K | 299 | — | — |
| Q2 2026 | $6K | 163 | — | — |
| Q2 2026 | $4.7M | 138.8K | — | — |
| Q2 2026 | $97K | 3.3K | — | — |
| Q2 2026 | $481K | 16.7K | — | — |
| Q2 2026 | $80K | 796 | — | — |
| Q1 2026 | $199K | 7.4K | — | — |
| Q1 2026 | $5K | 226 | — | — |
| Q1 2026 | $82K | 3.3K | — | — |
| Q1 2026 | $6K | 260 | — | — |
| Q1 2026 | $451K | 16.9K | — | — |
| Q1 2026 | $2.6M | 82.4K | — | — |
| Q1 2026 | $51.2M | 1.70M | — | — |
| Q1 2026 | $135K | 2.6K | — | — |
| Q1 2026 | $17M | 416.3K | — | — |
| Q1 2026 | $11K | 299 | — | — |
| Q1 2026 | $6K | 163 | — | — |
| Q1 2026 | $4.4M | 132.1K | — | — |
| Q1 2026 | $89K | 3.1K | — | — |
| Q1 2026 | $470K | 16.8K | — | — |
| Q1 2026 | $76K | 824 | — | — |
| Q4 2025 | $59K | 2.2K | — | — |
| Q4 2025 | $8K | 309 | — | — |
| Q4 2025 | $6K | 257 | — | — |
| Q4 2025 | $435K | 16.9K | — | — |
| Q4 2025 | $6.6M | 225.9K | — | — |
| Q4 2025 | $44.2M | 1.56M | — | — |
| Q4 2025 | $103K | 2.1K | — | — |
| Q4 2025 | $14.1M | 353.2K | — | — |
| Q4 2025 | $14K | 385 | — | — |
| Q4 2025 | $5K | 162 | — | — |
| Q4 2025 | $95K | 2.9K | — | — |
| Q4 2025 | $84K | 3.1K | — | — |
| Q4 2025 | $453K | 16.9K | — | — |
| Q4 2025 | $75K | 723 | — | — |
| Q3 2025 | $10K | 111 | — | — |
| Q3 2025 | $460K | 19.3K | — | — |
| Q3 2025 | $6M | 223.5K | — | — |
| Q3 2025 | $4K | 129 | — | — |
| Q3 2025 | $20K | 732 | — | — |
| Q3 2025 | $5K | 186 | — | — |
| Q3 2025 | $54K | 1.2K | — | — |
| Q3 2025 | $91K | 2.1K | — | — |
| Q3 2025 | $6K | 255 | — | — |
| Q3 2025 | $5K | 162 | — | — |
| Q3 2025 | $97K | 2.9K | — | — |
| Q3 2025 | $83K | 3.1K | — | — |
| Q3 2025 | $12.2M | 327.8K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B