W.H. Cornerstone Investments Inc. Schwab Us Aggregate Bond ETF Transaction History
W.H. Cornerstone Investments Inc.
- $141 Million
- Q2 2024
A detailed history of W.H. Cornerstone Investments Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 11,688 shares of SCHZ stock, worth $554,946. This represents 0.38% of its overall portfolio holdings.
Number of Shares
11,688
Previous 17,867
34.58%
Holding current value
$554,946
Previous $822,000
35.16%
% of portfolio
0.38%
Previous 0.59%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio