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

Cornerstone Wealth Advisors, Inc.

  • $364 Million
  • Q4 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 20,447 shares of SCHA stock, worth $544,708. This represents 0.14% of its overall portfolio holdings.

Number of Shares
20,447
Previous 10,713 90.86%
Holding current value
$544,708
Previous $551,000 4.17%
% of portfolio
0.14%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.33 - $51.16 $246,562 - $497,991
9,734 Added 90.86%
20,447 $528,000
Q3 2024

Oct 24, 2024
BUY
$46.9 - $51.96 $2,251 - $2,494
48 Added 0.45%
10,713 $551,000
Q2 2024

Jul 12, 2024
SELL
$45.24 - $49.04 $13,798 - $14,957
-305 Reduced 2.78%
10,665 $506,000
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
$38.25 - $43.54 $14,076 - $16,022
368 Added 3.27%
11,634 $0
Q3 2022

Oct 18, 2022
SELL
$37.65 - $45.9 $37,235 - $45,395
-989 Reduced 8.07%
11,266 $426,000
Q2 2022

Jul 18, 2022
SELL
$37.88 - $48.01 $23,182 - $29,382
-612 Reduced 4.76%
12,255 $478,000
Q1 2022

Apr 19, 2022
BUY
$44.42 - $51.73 $211,750 - $246,596
4,767 Added 58.85%
12,867 $609,000
Q4 2021

Feb 09, 2022
SELL
$48.64 - $55.07 $34,388 - $38,934
-707 Reduced 8.03%
8,100 $829,000
Q3 2021

Nov 15, 2021
SELL
$48.3 - $52.49 $20,817 - $22,623
-431 Reduced 4.67%
8,807 $882,000
Q2 2021

Jul 16, 2021
SELL
$48.39 - $52.91 $64,842 - $70,899
-1,340 Reduced 12.67%
9,238 $969,000
Q1 2021

May 17, 2021
BUY
$43.89 - $52.63 $464,268 - $556,720
10,578 New
10,578 $1.05 Million

Others Institutions Holding SCHA

# of Institutions
1,185
Shares Held
202M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Cornerstone Wealth Advisors, Inc. Portfolio

Follow Cornerstone Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email