Cornerstone Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cornerstone Wealth Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 11,166 shares of SCHM stock, worth $918,180. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,166
Previous 11,036
1.18%
Holding current value
$918,180
Previous $898,000
3.23%
% of portfolio
0.07%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio