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 $483,706. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,205
Previous 44,668 59.24%
Holding current value
$483,706
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
2,028
Shares Held
838M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Cornerstone Wealth Group, LLC Portfolio

Follow Cornerstone Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email