W.H. Cornerstone Investments Inc. Schwab Intermediate Term Us Tr Transaction History

W.H. Cornerstone Investments Inc.

$148 Million
Q3 2024

A detailed history of W.H. Cornerstone Investments Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 83,400 shares of SCHR stock, worth $2.02 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

83,400

Previous 75,134 11.0%

Holding current value

$2.02 Million

Previous $3.66 Million 15.17%

% of portfolio

2.85%

Previous 2.6%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$48.4 - $50.91 $400,074 - $420,822	8,266 Added 11.0%	83,400 $4.22 Million
Q2 2024 Jul 17, 2024	BUY	$47.85 - $49.0 $947,286 - $970,053	19,797 Added 35.78%	75,134 $3.66 Million
Q1 2024 May 06, 2024	BUY	$48.64 - $49.88 $1.3 Million - $1.33 Million	26,737 Added 93.49%	55,337 $2.71 Million
Q4 2023 Feb 06, 2024	BUY	$47.09 - $49.87 $1.35 Million - $1.43 Million	28,600 New	28,600 $1.42 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

181M

Call Options Held

1.2K

Put Options Held

16.7K

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About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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W.H. Cornerstone Investments Inc. Schwab Intermediate Term Us Tr Transaction History