A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 1,569,139 shares of SCHR stock, worth $38.2 Million. This represents 22.07% of its overall portfolio holdings.

Number of Shares
1,569,139
Previous 917,291 71.06%
Holding current value
$38.2 Million
Previous $44.7 Million 77.48%
% of portfolio
22.07%
Previous 13.39%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$48.4 - $50.91 $31.5 Million - $33.2 Million
651,848 Added 71.06%
1,569,139 $79.4 Million
Q2 2024

Jul 12, 2024

BUY
$47.85 - $49.0 $1.55 Million - $1.58 Million
32,304 Added 3.65%
917,291 $44.7 Million
Q1 2024

Apr 11, 2024

BUY
$48.64 - $49.88 $2.35 Million - $2.41 Million
48,348 Added 5.78%
884,987 $43.4 Million
Q4 2023

Jan 19, 2024

BUY
$47.09 - $49.87 $5.53 Million - $5.85 Million
117,332 Added 16.31%
836,639 $41.6 Million
Q3 2023

Oct 23, 2023

BUY
$47.78 - $49.59 $2.08 Million - $2.16 Million
43,538 Added 6.44%
719,307 $34.5 Million
Q2 2023

Jul 20, 2023

BUY
$49.25 - $50.96 $3.34 Million - $3.45 Million
67,755 Added 11.14%
675,769 $33.3 Million
Q1 2023

May 11, 2023

BUY
$48.55 - $50.78 $1.14 Million - $1.2 Million
23,581 Added 4.03%
608,014 $30.7 Million
Q4 2022

Jan 23, 2023

SELL
$48.12 - $50.24 $841,811 - $878,898
-17,494 Reduced 2.91%
584,433 $0
Q3 2022

Oct 18, 2022

BUY
$48.68 - $52.54 $3.79 Million - $4.09 Million
77,757 Added 14.83%
601,927 $29.6 Million
Q2 2022

Jul 18, 2022

BUY
$50.08 - $52.78 $26.3 Million - $27.7 Million
524,170 New
524,170 $27 Million
Q2 2021

Jul 16, 2021

SELL
$56.38 - $57.16 $1.61 Million - $1.63 Million
-28,511 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$56.41 - $58.25 $1.61 Million - $1.66 Million
28,511 New
28,511 $1.61 Million

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Cornerstone Wealth Advisors, Inc. Portfolio

Follow Cornerstone Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.