Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 9,756 shares of SCHG stock, worth $1.02 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,756
Previous 10,633
8.25%
Holding current value
$1.02 Million
Previous $985,000
0.2%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
170MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$1.02 Billion13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio