Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 18,205 shares of SCHD stock, worth $494,629. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,205
Previous 44,668 59.24%
Holding current value
$494,629
Previous $1.25 Million 61.38%
% of portfolio
0.04%
Previous 0.1%

Shares

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

Jul 28, 2025
SELL
$24.32 - $27.87 $643,580 - $737,523
-26,463 Reduced 59.24%
18,205 $482,000
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $692,590 - $731,822
25,642 Added 134.77%
44,668 $1.25 Million
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $390,027 - $1.23 Million
14,483 Added 318.8%
19,026 $519,000
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $341,860 - $366,302
4,543 New
4,543 $366,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
918M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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