Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Small C Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 97,788 shares of SCHA stock, worth $5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
97,788
Previous 96,566
1.27%
Holding current value
$5 Million
Previous $4.75 Million
2.4%
% of portfolio
0.38%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,122Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.45 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$611 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$538 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$377 Million0.51% of portfolio