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 $192,629. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,225
Previous 8,916
7.75%
Holding current value
$192,629
Previous $561,000
2.5%
% of portfolio
0.37%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$482 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.2 Million2.16% of portfolio