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

Cornerstone Advisors Asset Management, Inc

$452 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 19, 2024	SELL	$22.4 - $25.83 $334,118 - $385,280	-14,916 Closed	0 $0
Q4 2021 Nov 19, 2024	BUY	$28.68 - $31.96 $427,790 - $476,715	14,916 New	14,916 $442 Million

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$571 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$517 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$210 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$76.5 Million
4.21% of portfolio

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