Schwab U S Broad Market ETF shares owned by W.H. Cornerstone Investments
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by W.H. Cornerstone Investments
from 13F filings
Historical chart of W.H. Cornerstone Investments investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by W.H. Cornerstone Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by W.H. Cornerstone Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 48k | 25.71 |
| 2025-06-30 | $1.1M | 48k | 23.83 |
| 2025-03-31 | $919k | 43k | 21.53 |
| 2024-12-31 | $906k | 40k | 22.70 |
| 2024-09-30 | $547k | 8.2k | 66.50 |
| 2024-06-30 | $561k | 8.9k | 62.92 |
| 2024-03-31 | $561k | 9.2k | 61.07 |
| 2023-12-31 | $553k | 9.9k | 55.63 |
More positions owned by W.H. Cornerstone Investments
View all positions for W.H. Cornerstone Investments