Cornerstone Wealth Group, LLC Schwab Strategic Tr Us Large C Transaction History
Cornerstone Wealth Group, LLC
- $1.29 Billion
- Q3 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 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
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio