Skip to content
Disclosery

Cornerstone Planning Group LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Planning Group LLC on SCHD, newest first. How the timeline and the estimate are built.

Cornerstone Planning Group LLC held 79,107 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,107 shares
    Change vs previous 13F -3,259 shares

    0.33% of the 13F portfolio, value $2,602,631.

    13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,366 shares
    Change vs previous 13F -143,501 shares

    0.35% of the 13F portfolio, value $2,610,156.

    13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 225,867 shares
    Change vs previous 13F +225,135 shares

    1.03% of the 13F portfolio, value $6,617,911.

    13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 732 shares
    Change vs previous 13F -220,882 shares

    <0.01% of the 13F portfolio, value $19,692.

    13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 221,614 shares
    Change vs previous 13F +1,256 shares

    1.21% of the 13F portfolio, value $5,925,968.

    13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 220,358 shares
    Change vs previous 13F -4,608 shares

    1.34% of the 13F portfolio, value $5,601,513.

    13F-HR 0001822587-25-000002 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 224,966 shares
    Change vs previous 13F -26,328 shares

    1.57% of the 13F portfolio, value $6,400,274.

    13F-HR 0001822587-25-000001 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 251,294 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $7,058,844.

    13F-HR 0001822587-24-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).