Cornerstone Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cornerstone Wealth Group, LLC

  • $1.31 Billion
  • Q4 2024

A detailed history of Cornerstone Wealth Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 72,191 shares of SCHM stock, worth $1.91 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
72,191
Previous 23,065 212.99%
Holding current value
$1.91 Million
Previous $1.92 Million 4.38%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $1.35 Million - $4.08 Million
49,126 Added 212.99%
72,191 $2 Million
Q3 2024

Oct 25, 2024
SELL
$75.47 - $83.18 $53,206 - $58,641
-705 Reduced 2.97%
23,065 $1.92 Million
Q2 2024

Jul 24, 2024
SELL
$75.69 - $81.19 $2,346 - $2,516
-31 Reduced 0.13%
23,770 $1.85 Million
Q1 2024

Apr 17, 2024
BUY
$72.89 - $81.43 $1.73 Million - $1.94 Million
23,801 New
23,801 $1.94 Million

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
275M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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