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 $564,828. This represents 0.4% of its overall portfolio holdings.
Number of Shares
8,916
Previous 9,186
2.94%
Holding current value
$564,828
Previous $561,000
-0.0%
% of portfolio
0.4%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,129Shares Held
162MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$400 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$254 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$232 Million18.5% of portfolio
-
Evensky & Katz LLC3.3MShares$209 Million14.46% of portfolio