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

Cornerstone Wealth Group, LLC

$1.21 Billion
Q1 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 1,357,222 shares of SCHX stock, worth $31.6 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

1,357,222

Previous 1,380,295 1.67%

Holding current value

$31.6 Million

Previous $32 Million 6.34%

% of portfolio

2.47%

Previous 2.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,499

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

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