Cornerstone Wealth Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Cornerstone Wealth Advisors, Inc.

  • $387 Million
  • Q2 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 585,360 shares of SCHV stock, worth $16.6 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
585,360
Previous 577,134 1.43%
Holding current value
$16.6 Million
Previous $15.2 Million 6.62%
% of portfolio
4.19%
Previous 4.22%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$23.55 - $27.67 $193,722 - $227,613
8,226 Added 1.43%
585,360 $16.2 Million
Q1 2025

Apr 17, 2025
SELL
$25.77 - $27.6 $82,979 - $88,872
-3,220 Reduced 0.55%
577,134 $15.2 Million
Q4 2024

Jan 21, 2025
BUY
$25.79 - $80.4 $10.1 Million - $31.4 Million
391,144 Added 206.72%
580,354 $15.1 Million
Q3 2024

Oct 24, 2024
SELL
$73.43 - $80.37 $54,705 - $59,875
-745 Reduced 0.39%
189,210 $15.2 Million
Q2 2024

Jul 12, 2024
SELL
$71.74 - $75.86 $146,564 - $154,981
-2,043 Reduced 1.06%
189,955 $14.1 Million
Q1 2024

Apr 11, 2024
SELL
$68.82 - $75.98 $269,567 - $297,613
-3,917 Reduced 2.0%
191,998 $14.6 Million
Q4 2023

Jan 19, 2024
BUY
$61.16 - $70.24 $1.19 Million - $1.36 Million
19,400 Added 10.99%
195,915 $13.7 Million
Q3 2023

Oct 23, 2023
SELL
$64.45 - $69.39 $215,005 - $231,485
-3,336 Reduced 1.85%
176,515 $11.4 Million
Q2 2023

Jul 20, 2023
BUY
$63.33 - $67.21 $274,092 - $290,884
4,328 Added 2.47%
179,851 $12.1 Million
Q1 2023

May 11, 2023
BUY
$62.59 - $69.3 $742,818 - $822,452
11,868 Added 7.25%
175,523 $11.5 Million
Q4 2022

Jan 23, 2023
SELL
$59.13 - $69.24 $607,146 - $710,956
-10,268 Reduced 5.9%
163,655 $0
Q3 2022

Oct 18, 2022
SELL
$58.51 - $69.02 $316,363 - $373,191
-5,407 Reduced 3.02%
173,923 $10.2 Million
Q2 2022

Jul 18, 2022
SELL
$60.93 - $72.3 $59,041 - $70,058
-969 Reduced 0.54%
179,330 $11.2 Million
Q1 2022

Apr 19, 2022
SELL
$67.71 - $74.19 $327,039 - $358,337
-4,830 Reduced 2.61%
180,299 $12.9 Million
Q4 2021

Feb 09, 2022
BUY
$67.9 - $73.3 $651,840 - $703,680
9,600 Added 5.47%
185,129 $13.6 Million
Q3 2021

Nov 15, 2021
BUY
$66.91 - $71.05 $363,923 - $386,440
5,439 Added 3.2%
175,529 $11.8 Million
Q2 2021

Jul 16, 2021
BUY
$65.81 - $69.75 $484,229 - $513,220
7,358 Added 4.52%
170,090 $11.7 Million
Q1 2021

May 17, 2021
BUY
$58.71 - $65.66 $9.55 Million - $10.7 Million
162,732 New
162,732 $10.6 Million

Others Institutions Holding SCHV

# of Institutions
943
Shares Held
337M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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