Cornerstone Advisors Asset Management, Inc Schwab Strategic Tr Us Large C Transaction History
Cornerstone Advisors Asset Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Cornerstone Advisors Asset Management, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Advisors Asset Management, Inc holds 40,960 shares of SCHV stock, worth $1.2 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
40,960
Previous 40,746
0.53%
Holding current value
$1.2 Million
Previous $1.08 Billion
4.65%
% of portfolio
0.22%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
968Shares Held
343MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.54 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$965 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$473 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$351 Million0.63% of portfolio