Cornerstone Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 35,132 shares of SCHM stock, worth $861,787. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,132
Previous 34,265
2.53%
Holding current value
$861,787
Previous $949,000
3.16%
% of portfolio
0.06%
Previous 0.07%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio