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

W.H. Cornerstone Investments Inc.

  • $147 Million
  • Q4 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 39,915 shares of SCHB stock, worth $930,817. This represents 0.62% of its overall portfolio holdings.

Number of Shares
39,915
Previous 8,225 385.29%
Holding current value
$930,817
Previous $547,000 65.63%
% of portfolio
0.62%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$22.01 - $66.82 $697,496 - $2.12 Million
31,690 Added 385.29%
39,915 $906,000
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
1,220
Shares Held
318M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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