Cornerstone Wealth Advisors, Inc. Schwab Short Term Us Treasury Transaction History
Cornerstone Wealth Advisors, Inc.
- $413 Million
- Q3 2025
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 149,152 shares of SCHO stock, worth $3.64 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
149,152
Previous 149,315
0.11%
Holding current value
$3.64 Million
Previous $3.64 Million
0.03%
% of portfolio
0.88%
Previous 0.94%
Shares
16 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio