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

W.H. Cornerstone Investments Inc.

  • $157 Million
  • Q3 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 210,577 shares of SCHR stock, worth $5.29 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
210,577
Previous 201,528 4.49%
Holding current value
$5.29 Million
Previous $5.04 Million 4.9%
% of portfolio
3.38%
Previous 3.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$24.69 - $25.26 $223,419 - $228,577
9,049 Added 4.49%
210,577 $5.29 Million
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
516
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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