SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 225,867 Value ($000) $6,618 Avg Close — Range —
Q3 2025
Shares 732 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 221,614 Value ($000) $5,926 Avg Close — Range —
Q1 2025
Shares 220,358 Value ($000) $5,602 Avg Close — Range —
Q4 2024
Shares 224,966 Value ($000) $6,400 Avg Close — Range —
Q3 2024
Shares 251,294 Value ($000) $7,059 Avg Close — Range —
Q2 2024
Shares 434,166 Value ($000) $34,290 Avg Close — Range —
Q1 2024
Shares 412,214 Value ($000) $32,140 Avg Close — Range —
Q4 2023
Shares 385,022 Value ($000) $29,312 Avg Close — Range —
Q3 2023
Shares 343,137 Value ($000) $24,280 Avg Close — Range —
Q2 2023
Shares 286,716 Value ($000) $20,821 Avg Close — Range —
Q4 2022
Shares 212,617 Value ($000) $15,955 Avg Close — Range —