Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Cornerstone Wealth Group, LLC
- $1.31 Billion
- Q4 2024
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 19,026 shares of SCHD stock, worth $524,356. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,026
Previous 4,543
318.8%
Holding current value
$524,356
Previous $384,000
35.16%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio