A detailed history of W.H. Cornerstone Investments Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 4,107 shares of SCHW stock, worth $268,187. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,107
Previous 4,093 0.34%
Holding current value
$268,187
Previous $296,000 2.36%
% of portfolio
0.21%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$70.03 - $78.9 $980 - $1,104
14 Added 0.34%
4,107 $303,000
Q1 2024

May 06, 2024

SELL
$61.89 - $72.38 $4,765 - $5,573
-77 Reduced 1.85%
4,093 $296,000
Q4 2023

Feb 06, 2024

BUY
$49.33 - $70.98 $205,706 - $295,986
4,170 New
4,170 $287,000
Q1 2023

Apr 17, 2023

BUY
$51.91 - $85.6 $149,760 - $246,955
2,885 Added 18.13%
18,798 $985,000
Q4 2022

Feb 01, 2023

BUY
$67.43 - $83.26 $106,471 - $131,467
1,579 Added 11.02%
15,913 $1.32 Million
Q3 2022

Nov 09, 2022

BUY
$21.16 - $74.92 $303,307 - $1.07 Million
14,334 New
14,334 $1.03 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $119B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
Track This Portfolio

Track W.H. Cornerstone Investments Inc. Portfolio

Follow W.H. Cornerstone Investments Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.H. Cornerstone Investments Inc., based on Form 13F filings with the SEC.

News

Stay updated on W.H. Cornerstone Investments Inc. with notifications on news.