Cornerstone Wealth Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q1 2025
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 3,421,646 shares of SCHR stock, worth $84.9 Million. This represents 23.61% of its overall portfolio holdings.
Number of Shares
3,421,646
Previous 3,307,596
3.45%
Holding current value
$84.9 Million
Previous $80.3 Million
5.66%
% of portfolio
23.61%
Previous 22.05%
Shares
14 transactions
Others Institutions Holding SCHR
# of Institutions
449Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.39 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio