Cornerstone Wealth Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Cornerstone Wealth Advisors, Inc.

  • $325 Million
  • Q1 2024

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 10,970 shares of SCHA stock, worth $515,151. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,970
Previous 11,356 3.4%
Holding current value
$515,151
Previous $536,000 0.75%
% of portfolio
0.17%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$44.84 - $49.24 $17,308 - $19,006
-386 Reduced 3.4%
10,970 $540,000
Q4 2023

Jan 19, 2024
BUY
$38.13 - $48.02 $4,423 - $5,570
116 Added 1.03%
11,356 $536,000
Q3 2023

Oct 23, 2023
SELL
$40.85 - $46.1 $5,392 - $6,085
-132 Reduced 1.16%
11,240 $465,000
Q2 2023

Jul 20, 2023
SELL
$39.91 - $43.82 $13,050 - $14,329
-327 Reduced 2.8%
11,372 $498,000
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $2,588 - $3,013
65 Added 0.56%
11,699 $490,000
Q4 2022

Jan 23, 2023
BUY
$39.61 - $43.54 $14,576 - $16,022
368 Added 3.27%
11,634 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-989 Reduced 8.07%
11,266 $426,000
Q2 2022

Jul 18, 2022
SELL
N/A
-612 Reduced 4.76%
12,255 $478,000
Q1 2022

Apr 19, 2022
BUY
N/A
4,767 Added 58.85%
12,867 $609,000
Q4 2021

Feb 09, 2022
SELL
N/A
-707 Reduced 8.03%
8,100 $829,000
Q3 2021

Nov 15, 2021
SELL
N/A
-431 Reduced 4.67%
8,807 $882,000
Q2 2021

Jul 16, 2021
SELL
N/A
-1,340 Reduced 12.67%
9,238 $969,000
Q1 2021

May 17, 2021
BUY
N/A
10,578 New
10,578 $1.05 Million

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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