Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 1,380,295 shares of SCHX stock, worth $30.6 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
1,380,295
Previous 460,310 199.86%
Holding current value
$30.6 Million
Previous $31.2 Million 2.44%
% of portfolio
2.44%
Previous 2.41%

Shares

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

Jan 22, 2025
BUY
$22.4 - $68.28 $20.6 Million - $62.8 Million
919,985 Added 199.86%
1,380,295 $32 Million
Q3 2024

Oct 25, 2024
SELL
$61.11 - $67.85 $18,455 - $20,490
-302 Reduced 0.07%
460,310 $31.2 Million
Q2 2024

Jul 24, 2024
BUY
$58.7 - $64.78 $98,205 - $108,376
1,673 Added 0.36%
460,612 $29.6 Million
Q1 2024

Apr 17, 2024
BUY
$55.41 - $62.08 $25.4 Million - $28.5 Million
458,939 New
458,939 $28.5 Million

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.08B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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