Cornerstone Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cornerstone Wealth Group, LLC

$1.35 Billion
Q2 2025

A detailed history of Cornerstone Wealth Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 58,208 shares of SCHM stock, worth $1.65 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

58,208

Previous 66,873 12.96%

Holding current value

$1.65 Million

Previous $1.75 Million 6.85%

% of portfolio

0.12%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$22.92 - $28.05 $198,601 - $243,053	-8,665 Reduced 12.96%	58,208 $1.63 Million
Q1 2025 Apr 23, 2025	SELL	$25.58 - $29.24 $136,034 - $155,498	-5,318 Reduced 7.37%	66,873 $1.75 Million
Q4 2024 Jan 22, 2025	BUY	$27.54 - $83.04 $1.35 Million - $4.08 Million	49,126 Added 212.99%	72,191 $2 Million
Q3 2024 Oct 25, 2024	SELL	$75.47 - $83.18 $53,206 - $58,641	-705 Reduced 2.97%	23,065 $1.92 Million
Q2 2024 Jul 24, 2024	SELL	$75.69 - $81.19 $2,346 - $2,516	-31 Reduced 0.13%	23,770 $1.85 Million
Q1 2024 Apr 17, 2024	BUY	$72.89 - $81.43 $1.73 Million - $1.94 Million	23,801 New	23,801 $1.94 Million

Others Institutions Holding SCHM

# of Institutions

1,027

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Cornerstone Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History