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

Cornerstone Wealth Group, LLC

  • $1.29 Billion
  • Q3 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 23,065 shares of SCHM stock, worth $656,891. This represents 0.15% of its overall portfolio holdings.

Number of Shares
23,065
Previous 23,770 2.97%
Holding current value
$656,891
Previous $1.85 Million 3.57%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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