Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Small C Transaction History

Cornerstone Wealth Group, LLC

$1.35 Billion
Q2 2025

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 169,359 shares of SCHA stock, worth $4.41 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

169,359

Previous 181,768 6.83%

Holding current value

$4.41 Million

Previous $4.26 Million 0.61%

% of portfolio

0.32%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$20.42 - $25.3 $253,391 - $313,947	-12,409 Reduced 6.83%	169,359 $4.28 Million
Q1 2025 Apr 23, 2025	SELL	$23.16 - $27.04 $336,653 - $393,053	-14,536 Reduced 7.4%	181,768 $4.26 Million
Q4 2024 Jan 22, 2025	BUY	$25.33 - $51.16 $2.52 Million - $5.08 Million	99,314 Added 102.4%	196,304 $5.08 Million
Q3 2024 Oct 25, 2024	SELL	$46.9 - $51.96 $37,426 - $41,464	-798 Reduced 0.82%	96,990 $4.99 Million
Q2 2024 Jul 24, 2024	BUY	$45.24 - $49.04 $55,283 - $59,926	1,222 Added 1.27%	97,788 $4.64 Million
Q1 2024 Apr 17, 2024	BUY	$44.84 - $49.24 $4.33 Million - $4.75 Million	96,566 New	96,566 $4.75 Million

Others Institutions Holding SCHA

# of Institutions

1,274

Shares Held

251M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
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Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Small C Transaction History