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 460,310 shares of SCHX stock, worth $10.8 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
460,310
Previous 460,612 0.07%
Holding current value
$10.8 Million
Previous $29.6 Million 5.53%
% of portfolio
2.41%
Previous 2.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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