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%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio