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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
2024-09-30 $4.2M 83k 50.60
2024-06-30 $3.7M 75k 48.77
2024-03-31 $2.7M 55k 49.04
2023-12-31 $1.4M 29k 49.72

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Procter & Gamble Company (PG)

View all positions for W.H. Cornerstone Investments

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm