CWG
Cornerstone Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Sell |
1,331,049
-26,173
| -2% | -$640K | 2.44% | 7 |
|
|
2025
Q1 | $30M | Sell |
1,357,222
-23,073
| -2% | -$509K | 2.48% | 6 |
|
|
2024
Q4 | $32M | Buy |
1,380,295
+919,985
| +200% | +$21.3M | 2.61% | 6 |
|
|
2024
Q3 | $31.2M | Sell |
460,310
-302
| -0.1% | -$20.5K | 2.58% | 6 |
|
|
2024
Q2 | $29.6M | Buy |
460,612
+1,673
| +0.4% | +$107K | 2.63% | 6 |
|
|
2024
Q1 | $28.5M | Buy |
+458,939
| New | +$28.5M | 2.62% | 6 |
|