W.H. Cornerstone Investments Inc. SCHR Holdings History
W.H. Cornerstone Investments Inc.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, W.H. Cornerstone Investments Inc. held 189,367.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $4.71 Mil. This investment constitutes 3.25% of their stock portfolio, and W.H. Cornerstone Investments Inc. now holds 0.04% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2023Q4. And since then W.H. Cornerstone Investments Inc. has made 6 purchases of SCHR, at an average price of $34.32, for a total of 189,367.00 shares. Based on historical transaction data and SCHR's current price of $24.84, W.H. Cornerstone Investments Inc.'s estimated gain on his SCHR holdings is $-1.80 Mil, reflecting a -27.62% gain to date.
W.H. Cornerstone Investments Inc. SCHR ($24.84) Holding Chart
W.H. Cornerstone Investments Inc. SCHR ($24.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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