Cornerstone Advisors Asset Management, Inc Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Cornerstone Advisors Asset Management, Inc holds 2,629,519 shares of SCHX stock, worth $65.4 Million. This represents 11.89% of its overall portfolio holdings.
Number of Shares
2,629,519
Previous 2,426,283
8.38%
Holding current value
$65.4 Million
Previous $56.2 Billion
3.23%
% of portfolio
11.89%
Previous 12.15%
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,537Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.14 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$865 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$834 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$777 Million9.64% of portfolio