A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 90,097 shares of SCHC stock, worth $3.21 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
90,097
Previous 103,063 12.58%
Holding current value
$3.21 Million
Previous $3.6 Million 10.29%
% of portfolio
0.99%
Previous 1.16%

Shares

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

Apr 11, 2024

SELL
$33.2 - $35.86 $430,471 - $464,960
-12,966 Reduced 12.58%
90,097 $3.23 Million
Q4 2023

Jan 19, 2024

SELL
$30.0 - $35.05 $249,120 - $291,055
-8,304 Reduced 7.46%
103,063 $3.6 Million
Q3 2023

Oct 23, 2023

SELL
$32.0 - $35.51 $264,992 - $294,058
-8,281 Reduced 6.92%
111,367 $3.59 Million
Q2 2023

Jul 20, 2023

SELL
$32.67 - $34.58 $64,261 - $68,018
-1,967 Reduced 1.62%
119,648 $4.04 Million
Q1 2023

May 11, 2023

BUY
$31.54 - $34.93 $49,360 - $54,665
1,565 Added 1.3%
121,615 $4.1 Million
Q4 2022

Jan 23, 2023

BUY
$29.55 - $32.98 $29,136 - $32,518
986 Added 0.83%
120,050 $0
Q3 2022

Oct 18, 2022

BUY
N/A
6,635 Added 5.9%
119,064 $3.3 Million
Q2 2022

Jul 18, 2022

BUY
N/A
2,444 Added 2.22%
112,429 $3.51 Million
Q1 2022

Apr 19, 2022

BUY
N/A
645 Added 0.59%
109,985 $4.18 Million
Q4 2021

Feb 09, 2022

BUY
N/A
9,751 Added 9.79%
109,340 $4.48 Million
Q3 2021

Nov 15, 2021

BUY
N/A
3,492 Added 3.63%
99,589 $4.14 Million
Q2 2021

Jul 16, 2021

BUY
N/A
11,141 Added 13.11%
96,097 $4.01 Million
Q1 2021

May 17, 2021

BUY
N/A
84,956 New
84,956 $3.35 Million

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
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