Cornerstone Planning Group
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Cornerstone Planning Group’s Charles Schwab SCHW Stock Holding History

Cornerstone Planning Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-796
Closed -$80.2K – 1400
2026
Q2 		$80.2K Sell
796
-28
-3% -$2.55K 0.01% 288
2026
Q1 		$76.1K Buy
824
+101
+14% +$9.9K 0.01% 293
2025
Q4 		$74.8K Sell
723
-327,080
-100% -$31M 0.01% 258
2025
Q3 		$12.2M Buy
327,803
+325,869
+16,849% +$30.9M 1.95% 14
2025
Q2 		$187K Buy
1,934
+1,471
+318% +$123K 0.04% 92
2025
Q1 		$36K Buy
463
+220
+91% +$17.3K 0.01% 292
2024
Q4 		$20.1K Buy
243
+16
+7% +$1.2K ﹤0.01% 310
2024
Q3 		$16.3K Buy
227
+43
+23% +$2.82K ﹤0.01% 331
2024
Q2 		$11.5K Buy
184
+1
+0.5% +$74 ﹤0.01% 407
2024
Q1 		$13.9K Sell
183
-138
-43% -$9.09K ﹤0.01% 347
2023
Q4 		$22.1K Hold
321
– – 0.01% 306
2023
Q3 		$17.6K Sell
321
-66
-17% -$3.99K 0.01% 327
2023
Q2 		$21.9K Buy
+387
New +$20.3K 0.01% 411
2022
Q4 		$27.9K Buy
+365
New +$28.3K 0.01% 363

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cornerstone Planning Group's SCHW Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Charles Schwab (SCHW) in Q3 2026, closing a stake of 796 shares — an estimated $80.2K sold.

Cornerstone Planning Group first reported a position in SCHW in Q4 2022 and held it in 14 quarters. The position peaked at $12.2M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Charles Schwab position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 796 Charles Schwab shares in Q3 2026, an estimated $80.2K.
  • Cornerstone Planning Group first reported a position in Charles Schwab in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Charles Schwab position peaked at $12.2M in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.