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

W.H. Cornerstone Investments Inc.

$152 Million
Q2 2025

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 201,528 shares of SCHR stock, worth $5.06 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

201,528

Previous 189,367 6.42%

Holding current value

$5.06 Million

Previous $4.71 Million 7.16%

% of portfolio

3.32%

Previous 3.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$24.54 - $25.07 $298,430 - $304,876	12,161 Added 6.42%	201,528 $5.04 Million
Q1 2025 May 09, 2025	BUY	$24.05 - $24.86 $328,715 - $339,786	13,668 Added 7.78%	189,367 $4.71 Million
Q4 2024 Jan 30, 2025	BUY	$24.19 - $50.58 $2.23 Million - $4.67 Million	92,299 Added 110.67%	175,699 $4.27 Million
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

496

Shares Held

371M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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