Cornerstone Wealth Management, LLC's ownership history for SCHD

Cornerstone Wealth Management, LLC currently holds 31.7K shares with a market value of $866.6K. It started holding SCHD on 2024-09-30. At its peak, it held 32.1K shares on 2024-12-31. Its highest holding value was $876.2K on 2025-03-31. At its lowest, it held 10.4K shares on 2024-09-30, with a value of $829.7K on 2025-06-30. In the recent 180 days, Cornerstone Wealth Management, LLC has increased its shares by 406. In the recent year, Cornerstone Wealth Management, LLC has increased its shares by 21.4K.