Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History
Cornerstone Wealth Group, LLC
- $1.42 Billion
- Q3 2025
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 40,698 shares of SCHG stock, worth $1.29 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
40,698
Previous 40,212
1.21%
Holding current value
$1.29 Million
Previous $1.17 Million
10.56%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,636Shares Held
832MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.75 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.45 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.34 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.21 Billion2.23% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.04 Billion0.17% of portfolio