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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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