W.H. Cornerstone Investments Inc. Schwab Strategic Tr Us Broad M Transaction History

W.H. Cornerstone Investments Inc.

  • $148 Million
  • Q3 2024

A detailed history of W.H. Cornerstone Investments Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 8,225 shares of SCHB stock, worth $191,313. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,225
Previous 8,916 7.75%
Holding current value
$191,313
Previous $561,000 2.5%
% of portfolio
0.37%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$59.93 - $66.52 $41,411 - $45,965
-691 Reduced 7.75%
8,225 $547,000
Q2 2024

Jul 17, 2024
SELL
$57.57 - $63.3 $15,543 - $17,091
-270 Reduced 2.94%
8,916 $561,000
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $41,230 - $46,092
-755 Reduced 7.59%
9,186 $561,000
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $473,291 - $555,801
9,941 New
9,941 $553,000

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track W.H. Cornerstone Investments Inc. Portfolio

Follow W.H. Cornerstone Investments Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.H. Cornerstone Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on W.H. Cornerstone Investments Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email