Cornerstone Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Cornerstone Wealth Advisors, Inc.
- $413 Million
- Q3 2025
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 1,665,245 shares of SCHG stock, worth $52.9 Million. This represents 12.86% of its overall portfolio holdings.
Number of Shares
1,665,245
Previous 1,746,511
4.65%
Holding current value
$52.9 Million
Previous $51 Million
4.16%
% of portfolio
12.86%
Previous 13.19%
Shares
19 transactions
Others Institutions Holding SCHG
# of Institutions
1,617Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.34 Billion13.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio