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

Cornerstone Wealth Group, LLC

$1.31 Billion
Q4 2024

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 72,191 shares of SCHM stock, worth $1.94 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

72,191

Previous 23,065 212.99%

Holding current value

$1.94 Million

Previous $1.92 Million 4.38%

% of portfolio

0.15%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

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