W.H. Cornerstone Investments Inc. Schwab Intermediate Term Us Tr Transaction History
W.H. Cornerstone Investments Inc.
- $141 Million
- Q2 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 75,134 shares of SCHR stock, worth $3.8 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
75,134
Previous 55,337
35.78%
Holding current value
$3.8 Million
Previous $2.71 Million
35.0%
% of portfolio
2.6%
Previous 1.96%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.21 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$512 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.2 Million8.79% of portfolio