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

Cornerstone Wealth Group, LLC

  • $1.21 Billion
  • Q1 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 181,768 shares of SCHA stock, worth $3.98 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
181,768
Previous 196,304 7.4%
Holding current value
$3.98 Million
Previous $5.08 Million 16.12%
% of portfolio
0.35%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,261
Shares Held
274M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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