Cornerstone Advisors Asset Management, Inc Schwab Strategic Tr Us Broad M Transaction History

Cornerstone Advisors Asset Management, Inc

  • $488 Billion
  • Q1 2025

A detailed history of Cornerstone Advisors Asset Management, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cornerstone Advisors Asset Management, Inc holds 25,929 shares of SCHB stock, worth $628,518. This represents 0.11% of its overall portfolio holdings.

Number of Shares
25,929
Previous 25,849 0.31%
Holding current value
$628,518
Previous $587 Million 4.86%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$21.23 - $23.75 $1,698 - $1,900
80 Added 0.31%
25,929 $558 Million
Q4 2024

Jan 31, 2025
BUY
$22.01 - $66.82 $379,958 - $1.15 Million
17,263 Added 201.06%
25,849 $587 Million
Q3 2024

Nov 14, 2024
BUY
$59.93 - $66.52 $514,558 - $571,140
8,586 New
8,586 $571 Million
Q1 2024

Nov 18, 2024
SELL
$54.61 - $61.05 $2,948 - $3,296
-54 Reduced 0.63%
8,532 $521 Million
Q1 2023

Nov 19, 2024
SELL
$44.47 - $49.23 $2,401 - $2,658
-54 Reduced 0.63%
8,532 $408 Million

Others Institutions Holding SCHB

# of Institutions
1,337
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Cornerstone Advisors Asset Management, Inc Portfolio

Follow Cornerstone Advisors Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Advisors Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Advisors Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email