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Schwab Strategic Tr intrm trm shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in Schwab Strategic Tr intrm trm

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All positions including Schwab Strategic Tr intrm trm held by W.H. Cornerstone Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 29k 49.72

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Comcast Corp Cl A (CMCSA)
S&p Global (SPGI)

View all positions for W.H. Cornerstone Investments

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Intelligence Driven Advisers
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo

View all funds holding Schwab Strategic Tr intrm trm