WHCI
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W.H. Cornerstone Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

W.H. Cornerstone Investments’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Sell
48,348
-13,289
-22% -$349K 0.76% 31
2025
Q4 		$1.62M Buy
61,637
+13,543
+28% +$353K 0.97% 24
2025
Q3 		$1.24M Buy
48,094
+12
+0% +$297 0.75% 35
2025
Q2 		$1.15M Buy
48,082
+5,401
+13% +$119K 0.73% 39
2025
Q1 		$919K Buy
42,681
+2,766
+7% +$62.9K 0.64% 42
2024
Q4 		$906K Buy
39,915
+15,240
+62% +$348K 0.6% 35
2024
Q3 		$547K Sell
24,675
-2,073
-8% -$44.3K 0.37% 58
2024
Q2 		$561K Sell
26,748
-810
-3% -$16.4K 0.4% 59
2024
Q1 		$561K Sell
27,558
-2,265
-8% -$43.8K 0.4% 62
2023
Q4 		$553K Buy
+29,823
New +$515K 0.44% 62

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SG
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EK
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HCM
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