Cornerstone Wealth Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q3 2024
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
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.62 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.4 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.9 Million0.21% of portfolio