Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Cornerstone Wealth Group, LLC
- $1.29 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 4,543 shares of SCHD stock, worth $122,706. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,543
Previous 4,543
-0.0%
Holding current value
$122,706
Previous $353,000
8.78%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,762Shares Held
282MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$311 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$249 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$241 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$200 Million0.05% of portfolio