Wooster Corthell Wealth Management, Inc. Reduced Holdings in Q2 2025

Wooster Corthell Wealth Management, Inc.

  • $540 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-446K
- 56.82%
$26.18 - $26.93 $11.7M - $12M
339K $9.05M
VGIT
Vanguard Intermediate Term Tre

ETFs
-77.8K
- 16.98%
$58.63 - $59.9 $4.56M - $4.66M
380K $22.7M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-103K
- 34.83%
$25.57 - $26.34 $2.64M - $2.72M
193K $5.03M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-43.4K
- 24.67%
$46.39 - $47.84 $2.01M - $2.08M
133K $6.34M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-15.8K
- 17.63%
$116.93 - $119.39 $1.84M - $1.88M
73.7K $8.77M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.94K
- 17.91%
$105.23 - $109.61 $519K - $541K
22.6K $2.48M
AAPL
Apple Inc.

Technology
-422
- 3.08%
$172.42 - $223.89 $72.8K - $94.5K
13.3K $2.72M
MBB
Ishares Tr

ETFs
-2.8K
- 2.89%
$91.41 - $94.22 $256K - $264K
94.1K $8.83M
GBF
Ishares Tr

ETFs
-1.4K
- 22.95%
$101.99 - $104.66 $143K - $147K
4.7K $491K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.84K
- 2.38%
$79.56 - $82.92 $306K - $319K
158K $13.1M
GNMA
Ishares Gnma Bond ETF

ETFs
-1.18K
- 2.25%
$42.91 - $44.21 $50.6K - $52.1K
51.3K $2.25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.38K
- 8.5%
$55.54 - $69.09 $76.6K - $95.3K
14.8K $1.02M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-999
- 3.78%
$20.42 - $25.3 $20.4K - $25.3K
25.4K $643K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-117
- 1.48%
$90.56 - $109.49 $10.6K - $12.8K
7.77K $849K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-572
- 5.58%
$57.14 - $72.68 $32.7K - $41.6K
9.68K $703K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-321
- 11.51%
$416.06 - $551.64 $134K - $177K
2.47K $1.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-204
- 1.12%
$51.16 - $62.02 $10.4K - $12.7K
18K $1.12M
IWR
Ishares Russell Mid Cap ETF

ETFs
-212
- 1.5%
$74.88 - $91.97 $15.9K - $19.5K
13.9K $1.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-735
- 3.25%
$60.34 - $74.89 $44.3K - $55K
21.9K $1.64M
NFLX
Netflix Inc

Communication Services
-1
- 0.29%
$855.86 - $1339.13 $856 - $1.34K
340 $455K
IAU
Ishares Gold Trust

ETFs
-29
- 0.05%
$56.1 - $64.74 $1.63K - $1.88K
53.2K $3.32M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-15
- 0.11%
$104.23 - $134.39 $1.56K - $2.02K
13.5K $1.81M
AMZN
Amazon Com Inc

Consumer Cyclical
-564
- 4.25%
$167.32 - $223.3 $94.4K - $126K
12.7K $2.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-401
- 4.48%
$498.8 - $620.9 $200K - $249K
8.54K $5.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-499
- 0.65%
$39.89 - $49.46 $19.9K - $24.7K
76.8K $3.8M
MSFT
Microsoft Corp

Technology
-4
- 0.15%
$354.56 - $497.45 $1.42K - $1.99K
2.6K $1.29M
NVDA
Nvidia Corp

Technology
-7
- 0.11%
$94.31 - $157.99 $660 - $1.11K
6.62K $1.05M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.25K
- 1.38%
$72.96 - $90.39 $91.2K - $113K
89.6K $8.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.25K
- 1.14%
$24.38 - $30.18 $128K - $158K
454K $13.7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-887
- 0.51%
$32.41 - $42.59 $28.7K - $37.8K
173K $7.38M
VEA
Vanguard Ftse Developed Market

ETFs
-3.32K
- 1.29%
$45.65 - $57.01 $151K - $189K
253K $14.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-73.2K
- 3.51%
$17.76 - $22.1 $1.3M - $1.62M
2.01M $44.4M
VTI
Vanguard Total Stock Market Et

ETFs
-1.25K
- 0.74%
$243.75 - $303.93 $304K - $379K
166K $50.5M
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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