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Disclosery

Cornerstone Planning Group LLC: SCHG position timeline

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

Cornerstone Planning Group LLC held 138,794 SCHG 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 138,794 shares
    Change vs previous 13F +6,703 shares

    0.6% of the 13F portfolio, value $4,725,949.

    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 132,091 shares
    Change vs previous 13F +129,159 shares

    0.59% of the 13F portfolio, value $4,388,046.

    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 2,932 shares
    Change vs previous 13F +2,770 shares

    0.01% of the 13F portfolio, value $95,250.

    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 162 shares
    Change vs previous 13F -1,086 shares

    <0.01% of the 13F portfolio, value $4,758.

    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 1,248 shares
    Change vs previous 13F +1,102 shares

    0.01% of the 13F portfolio, value $37,265.

    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 146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,536.

    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).