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
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio