Cornerstone Wealth Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cornerstone Wealth Group, LLC
- $1.14 Billion
- Q1 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 23,801 shares of SCHM stock, worth $1.85 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
23,801Holding current value
$1.85 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
906Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.64 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$787 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$287 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio