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Cornerstone Planning Group’s Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D SCHW.PRD Stock Holding History

Cornerstone Planning Group’s Portfolio SCHW.PRD Stock Details SCHW.PRD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$2.44K – 1012
2023
Q3 		$2.44K Hold
100
– – ﹤0.01% 620
2023
Q2 		$2.5K Buy
+100
New +$2.5K ﹤0.01% 1095
2022
Q4 		$2.5K Buy
+100
New +$2.5K ﹤0.01% 1130