Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History

Cornerstone Wealth Group, LLC

$1.42 Billion
Q3 2025

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 1,319,775 shares of SCHX stock, worth $35 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

1,319,775

Previous 1,331,049 0.85%

Holding current value

$35 Million

Previous $32.5 Million 6.86%

% of portfolio

2.44%

Previous 2.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$24.46 - $26.5 $275,762 - $298,761	-11,274 Reduced 0.85%	1,319,775 $34.8 Million
Q2 2025 Jul 28, 2025	SELL	$19.6 - $24.44 $512,990 - $639,668	-26,173 Reduced 1.93%	1,331,049 $32.5 Million
Q1 2025 Apr 23, 2025	SELL	$21.75 - $24.28 $501,837 - $560,212	-23,073 Reduced 1.67%	1,357,222 $30 Million
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $20.6 Million - $62.8 Million	919,985 Added 199.86%	1,380,295 $32 Million
Q3 2024 Oct 25, 2024	SELL	$61.11 - $67.85 $18,455 - $20,490	-302 Reduced 0.07%	460,310 $31.2 Million
Q2 2024 Jul 24, 2024	BUY	$58.7 - $64.78 $98,205 - $108,376	1,673 Added 0.36%	460,612 $29.6 Million
Q1 2024 Apr 17, 2024	BUY	$55.41 - $62.08 $25.4 Million - $28.5 Million	458,939 New	458,939 $28.5 Million

Others Institutions Holding SCHX

# of Institutions

1,605

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History