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 2,855,136 shares of SCHX stock, worth $75.6 Million. This represents 13.44% of its overall portfolio holdings.
Number of Shares
2,855,136
Previous 2,629,519
8.58%
Holding current value
$75.6 Million
Previous $58.1 Billion
20.19%
% of portfolio
13.44%
Previous 11.89%
Shares
15 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.47 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.16 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$952 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$888 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$873 Million9.79% of portfolio