Wooster Corthell Wealth Management, Inc. Reduced Holdings in Q1 2025

Wooster Corthell Wealth Management, Inc.

  • $489 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-198
- 2.17%
$554.06 - $615.85 $110K - $122K
8.94K $5.02M
VXF
Vanguard Extended Market ETF

ETFs
-1.06K
- 17.45%
$170.36 - $201.04 $181K - $214K
5.03K $866K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.92K
- 6.78%
$23.16 - $27.04 $44.5K - $51.9K
26.4K $619K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-28
- 0.35%
$102.49 - $119.96 $2.87K - $3.36K
7.89K $824K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-86
- 0.47%
$57.21 - $65.8 $4.92K - $5.66K
18.2K $1.06M
GBF
Ishares Tr

ETFs
-818
- 11.82%
$101.08 - $104.63 $82.7K - $85.6K
6.1K $635K
IWR
Ishares Russell Mid Cap ETF

ETFs
-96
- 0.68%
$82.81 - $92.93 $7.95K - $8.92K
14.1K $1.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-982
- 8.75%
$59.28 - $66.1 $58.2K - $64.9K
10.2K $650K
IEMG
Ishares Inc

ETFs
-267
- 1.21%
N/A
21.8K $1.17M
GNMA
Ishares Gnma Bond ETF

ETFs
-1.43K
- 2.66%
$42.17 - $44.04 $60.3K - $63K
52.5K $2.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.88K
- 2.06%
$114.57 - $118.14 $215K - $222K
89.4K $10.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-298
- 1.07%
$105.1 - $109.61 $31.3K - $32.7K
27.6K $3M
VGLT
Vanguard Long Term Treasury Et

ETFs
-254
- 1.37%
$53.99 - $58.43 $13.7K - $14.8K
18.3K $1.05M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-501
- 0.68%
$50.82 - $52.7 $25.5K - $26.4K
73.7K $3.87M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.15K
- 1.31%
$79.17 - $82.04 $170K - $176K
161K $13.2M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.17K
- 0.66%
$46.18 - $47.84 $54K - $56K
176K $8.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-53
- 0.07%
$42.5 - $46.71 $2.25K - $2.48K
77.3K $3.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.56K
- 1.83%
$57.44 - $59.4 $491K - $508K
458K $27.2M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-6.7K
- 2.21%
$25.21 - $26.38 $169K - $177K
296K $7.82M
MBB
Ishares Tr

ETFs
-497
- 0.51%
$90.37 - $94.08 $44.9K - $46.8K
96.9K $9.09M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-24.8K
- 3.06%
$25.69 - $26.89 $636K - $666K
785K $21.1M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-727
- 0.42%
$33.57 - $37.22 $24.4K - $27.1K
174K $6.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.12K
- 2.28%
$74.85 - $84.89 $159K - $180K
90.8K $7.42M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-550
- 0.12%
$25.81 - $28.52 $14.2K - $15.7K
459K $12.7M
VEA
Vanguard Ftse Developed Market

ETFs
-2.85K
- 1.1%
$47.4 - $52.99 $135K - $151K
256K $13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-64.2K
- 2.99%
$18.36 - $20.51 $1.18M - $1.32M
2.08M $41.2M
Activity Summary
Buys All Purchases 36 New Holdings 14 Increased Positions 22 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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