Cornerstone Wealth Advisors, Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 448,320 shares of SCHG stock, worth $46.8 Million. This represents 12.8% of its overall portfolio holdings.

Number of Shares
448,320
Previous 451,456 0.69%
Holding current value
$46.8 Million
Previous $37.5 Million 10.99%
% of portfolio
12.8%
Previous 12.12%

Shares

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

Apr 11, 2024
SELL
$80.6 - $93.32 $252,761 - $292,651
-3,136 Reduced 0.69%
448,320 $41.6 Million
Q4 2023

Jan 19, 2024
BUY
$70.08 - $83.37 $285,295 - $339,399
4,071 Added 0.91%
451,456 $37.5 Million
Q3 2023

Oct 23, 2023
SELL
$71.99 - $78.02 $211,362 - $229,066
-2,936 Reduced 0.65%
447,385 $32.5 Million
Q2 2023

Jul 20, 2023
SELL
$63.6 - $74.95 $178,525 - $210,384
-2,807 Reduced 0.62%
450,321 $33.8 Million
Q1 2023

May 11, 2023
BUY
$54.19 - $65.17 $1.66 Million - $2 Million
30,689 Added 7.26%
453,128 $29.5 Million
Q4 2022

Jan 23, 2023
BUY
$54.31 - $60.76 $931,199 - $1.04 Million
17,146 Added 4.23%
422,439 $0
Q3 2022

Oct 18, 2022
BUY
N/A
13,833 Added 3.53%
405,293 $22.6 Million
Q2 2022

Jul 18, 2022
BUY
N/A
21,577 Added 5.83%
391,460 $22.7 Million
Q1 2022

Apr 19, 2022
BUY
N/A
182,804 Added 97.71%
369,883 $27.7 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-1,300 Reduced 0.69%
187,079 $30.6 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-2,646 Reduced 1.39%
188,379 $27.9 Million
Q2 2021

Jul 16, 2021
BUY
N/A
8,741 Added 4.8%
191,025 $28 Million
Q1 2021

May 17, 2021
BUY
N/A
182,284 New
182,284 $23.7 Million

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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