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

Cornerstone Wealth Management, LLC

  • $1.21 Billion
  • Q1 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 15,949 shares of SCHV stock, worth $1.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,949
Previous 15,030 6.11%
Holding current value
$1.18 Million
Previous $1.05 Million 15.0%
% of portfolio
0.1%
Previous 0.09%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$68.82 - $75.98 $63,245 - $69,825
919 Added 6.11%
15,949 $1.21 Million
Q4 2023

Jan 10, 2024
BUY
$61.16 - $70.24 $12,415 - $14,258
203 Added 1.37%
15,030 $1.05 Million
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $46,404 - $49,960
720 Added 5.1%
14,827 $955,000
Q2 2023

Jul 14, 2023
SELL
$63.33 - $67.21 $63,203 - $67,075
-998 Reduced 6.61%
14,107 $946,000
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $7,635 - $8,454
122 Added 0.81%
15,105 $990,000
Q3 2022

Oct 14, 2022
SELL
N/A
-2,208 Reduced 12.84%
14,983 $877,000
Q2 2022

Aug 04, 2022
SELL
N/A
-1,376 Reduced 7.41%
17,191 $1.07 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-994 Reduced 5.08%
18,567 $1.33 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-369 Reduced 1.85%
19,561 $1.43 Million
Q3 2021

Nov 12, 2021
BUY
N/A
52 Added 0.26%
19,930 $1.35 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-2,027 Reduced 9.25%
19,878 $1.36 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-47 Reduced 0.21%
21,905 $1.43 Million
Q4 2020

Jan 29, 2021
BUY
N/A
895 Added 4.25%
21,952 $1.31 Million
Q3 2020

Oct 13, 2020
BUY
N/A
847 Added 4.19%
21,057 $1.1 Million
Q2 2020

Jul 16, 2020
BUY
N/A
1,260 Added 6.65%
20,210 $1.01 Million
Q1 2020

May 13, 2020
BUY
N/A
141 Added 0.75%
18,950 $839,000
Q4 2019

Feb 20, 2020
BUY
N/A
1,281 Added 7.31%
18,809 $1.13 Million
Q3 2019

Oct 29, 2019
BUY
N/A
2,053 Added 13.27%
17,528 $994,000
Q2 2019

Aug 02, 2019
SELL
N/A
-145 Reduced 0.93%
15,475 $871,000
Q1 2019

May 13, 2019
BUY
N/A
640 Added 4.27%
15,620 $835,000
Q4 2018

Feb 13, 2019
SELL
N/A
-196,385 Reduced 92.91%
14,980 $740,000
Q3 2018

Oct 19, 2018
SELL
N/A
-415,900 Reduced 66.3%
211,365 $4.04 Million
Q2 2018

Jul 20, 2018
BUY
N/A
616,030 Added 5483.13%
627,265 $11.8 Million
Q1 2018

Apr 24, 2018
BUY
N/A
204 Added 1.85%
11,235 $580,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,995 Added 173.32%
11,031 $612,000
Q3 2017

Nov 14, 2017
BUY
N/A
4,036
4,036 $212,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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