Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 44,668 shares of SCHD stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
44,668
Previous 19,026
134.77%
Holding current value
$1.17 Million
Previous $519,000
140.46%
% of portfolio
0.1%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio