W.H. Cornerstone Investments’s Charles Schwab SCHW Stock Holding History

W.H. Cornerstone Investments’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$258K	Buy
2025 Q2	$246K	Buy
2024 Q3	–	Sell
2024 Q2	$303K	Buy
2024 Q1	$296K	Sell
2023 Q4	$287K	Buy
2023 Q2	–	Sell
2023 Q1	$985K	Buy
2022 Q4	$1.32M	Buy
2022 Q3	$1.03M	Buy