Cornerstone Wealth Group, LLC SCHX Holdings History
Cornerstone Wealth Group, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 1.36 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $29.97 Mil. This investment constitutes 2.48% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q1. And since then Cornerstone Wealth Group, LLC has made 3 purchases of SCHX, at an average price of $34.23, for a total of 1.38 Mil shares. In addition, there have been 2 sales at an average price of $23.28 for 23,708.00 shares. Based on historical transaction data and SCHX's current price of $24.86, Cornerstone Wealth Group, LLC's estimated gain on his SCHX holdings is $-12.97 Mil, reflecting a -27.44% gain to date.
Cornerstone Wealth Group, LLC SCHX ($24.86) Holding Chart
Cornerstone Wealth Group, LLC SCHX ($24.86) 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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