SCHX — SCHWAB STRATEGIC TR

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in SCHWAB STRATEGIC TR (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.08% (2025 Q1)
Avg. % of fund
4.82%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 731,374 +157,877 +27.5% 4.57% $19.7M $26.91
2025 Q1 INITIATED 573,497 — — 5.08% $13.3M $21.89
% of Fund (quarterly)    SCHX price (monthly, adj. close)

Other funds also holding SCHX

As of 2025 Q4 — sorted by position size

Raine Group LLC 3Y 72.18% SAGE FINANCIAL GROUP INC 3Y 7Y 42.45% SIMS INVESTMENT MANAGEMENT, LLC 32.53% Northwest Quadrant Wealth Management, LLC 3Y 7Y 29.5% Diversified Enterprises, LLC 27.15% Richardson Capital Management LLC 23.6% BlueSky Wealth Advisors, LLC 3Y 7Y 22.06% HBK Sorce Advisory LLC 3Y 7Y 21.57% Elite Life Management LLC 21.09% Koss-Olinger Consulting, LLC 3Y 20.85%
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