Cornerstone Planning Group LLC

Position in SCHW — Schwab Charles Corp

CIK 1822587 FAIRFIELD, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$73,446

-$3,993 QoQ

Shares Held

796

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,050

of 2,312 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. SCHW ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	155	$156,762
2	MS	Morgan Stanley	704	$147,164
3	SCHW	Schwab Charles Corp This page	796	$73,446
4	HOOD	Robinhood Markets, Inc.	378	$37,905
5	IBKR	Interactive Brokers Group, Inc.	180	$15,667
6	NMR	Nomura Holdings Inc	1,411	$12,388
7	CRCL	Circle Internet Group, Inc.	153	$9,582
8	LPLA	LPL Financial Holdings Inc.	32	$9,013

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,446	796	-3.4%	Shares	Sole	2026-07-29
2026-03-31	$77,439	824	+14.0%	Shares	Sole	2026-05-06
2025-12-31	$72,234	723	-99.8%	Shares	Sole	2026-02-02
2025-09-30	$31,295,352	327,803	+16849.5%	Shares	Sole	2025-11-04
2025-06-30	$176,458	1,934	+317.7%	Shares	Sole	2025-08-11
2025-03-31	$36,243	463	+90.5%	Shares	Sole	2025-04-30
2024-12-31	$17,984	243	+7.0%	Shares	Sole	2025-01-29
2024-09-30	$14,711	227	+23.4%	Shares	Sole	2024-11-05
2024-06-30	$13,558	184	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$13,238	183	-43.0%	Shares	Sole	2024-05-07
2023-12-31	$22,084	321	0.0%	Shares	Sole	2024-02-12
2023-09-30	$17,622	321	-17.1%	Shares	Sole	2023-11-08
2023-06-30	$21,935	387	+6.0%	Shares	Sole	2023-08-15
2022-12-31	$30,389	365	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.