CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC SCHX Holdings History
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 2.63 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $58.06 Mil. This investment constitutes 11.89% of their stock portfolio, and CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC now holds 0.12% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q4. And since then CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC has made 5 purchases of SCHX, at an average price of $19.15, for a total of 2.63 Mil shares. Based on historical transaction data and SCHX's current price of $24.67, CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC's estimated gain on his SCHX holdings is $14.50 Mil, reflecting a 28.79% gain to date.
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC SCHX ($24.67) Holding Chart
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC SCHX ($24.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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