W.H. Cornerstone Investments Inc. Schwab Intermediate Term Us Tr Transaction History
W.H. Cornerstone Investments Inc.
- $148 Million
- Q3 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 83,400 shares of SCHR stock, worth $2.03 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
83,400
Previous 75,134
11.0%
Holding current value
$2.03 Million
Previous $3.66 Million
15.17%
% of portfolio
2.85%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
398Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.1 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.4 Million8.79% of portfolio