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 $2.04 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
83,400
Previous 75,134
11.0%
Holding current value
$2.04 Million
Previous $3.66 Million
15.17%
% of portfolio
2.85%
Previous 2.6%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.63 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$261 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$127 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.8 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$95.2 Million0.21% of portfolio