Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Cornerstone Wealth Group, LLC
- $1.31 Billion
- Q4 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 19,026 shares of SCHD stock, worth $528,161. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,026
Previous 4,543
318.8%
Holding current value
$528,161
Previous $384,000
35.16%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio