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

W.H. Cornerstone Investments Inc.

  • $141 Million
  • Q2 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 75,134 shares of SCHR stock, worth $3.71 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
75,134
Previous 55,337 35.78%
Holding current value
$3.71 Million
Previous $2.71 Million 35.0%
% of portfolio
2.6%
Previous 1.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
384
Shares Held
141M
Call Options Held
3.1K
Put Options Held
4.5K
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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