Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Emergin Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 14,550 shares of SCHE stock, worth $417,585. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,550
Previous 14,716
1.13%
Holding current value
$417,585
Previous $371,000
4.04%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
770Shares Held
236MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.85 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$609 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$562 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$208 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$92.1 Million3.96% of portfolio