Cornerstone Advisory, LLC Schwab Strategic Tr 1000 Index Transaction History
Cornerstone Advisory, LLC
- $914 Million
- Q3 2025
A detailed history of Cornerstone Advisory, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 13,594 shares of SCHK stock, worth $439,086. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,594Holding current value
$439,086% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
241Shares Held
71.6MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
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Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
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Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
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Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio