Cornerstone Wealth Advisors, Inc. Schwab Strategic Tr Intl Small Transaction History
Cornerstone Wealth Advisors, Inc.
- $325 Million
- Q1 2024
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
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.39 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$129 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.8 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio