Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History
Cornerstone Wealth Group, LLC
- $1.14 Billion
- Q1 2024
A detailed history of Cornerstone Wealth Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 458,939 shares of SCHX stock, worth $30.4 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
458,939Holding current value
$30.4 Million% of portfolio
2.49%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,262Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.47 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.34 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.88 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$841 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$697 Million24.51% of portfolio