W.H. Cornerstone Investments Inc. Schwab Strategic Tr Us Broad M Transaction History
W.H. Cornerstone Investments Inc.
- $141 Million
- Q2 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 8,916 shares of SCHB stock, worth $557,606. This represents 0.4% of its overall portfolio holdings.
Number of Shares
8,916
Previous 9,186
2.94%
Holding current value
$557,606
Previous $561,000
-0.0%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.32 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$386 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$294 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$251 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio