Cornerstone Advisors Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cornerstone Advisors Asset Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.73M	Buy	78,410 +39,468	+101%	+$1.3M	0.36%	50
2026 Q1	$1.19M	Buy	38,942 +182	+0.5%	+$5.67K	0.18%	65
2025 Q4	$1.15M	Buy	38,760 +213	+0.6%	+$6.23K	0.19%	63
2025 Q3	$1.12M	Sell	38,547 -2,413	-6%	-$68.6K	0.2%	58
2025 Q2	$1.13M	Buy	40,960 +214	+0.5%	+$5.62K	0.22%	54
2025 Q1	$1.08M	Buy	40,746 +218	+0.5%	+$5.85K	0.22%	58
2024 Q4	$1.06M	Buy	40,528 +247	+0.6%	+$6.67K	0.23%	55
2024 Q3	$1.08M	Sell	40,281 -705	-2%	-$18.1K	0.24%	51
2024 Q2	$1.01M	Hold	40,986	–	–	0.29%	50
2024 Q1	$1.04M	Buy	40,986 +111	+0.3%	+$2.66K	0.37%	44
2023 Q4	$955K	Buy	40,875 +17,217	+73%	+$376K	0.36%	46
2023 Q3	$508K	Hold	23,658	–	–	0.2%	66
2023 Q2	$529K	Hold	23,658	–	–	0.23%	62
2023 Q1	$517K	Hold	23,658	–	–	0.25%	55
2022 Q4	$521K	Buy	+23,658	New	+$512K	0.28%	57

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cornerstone Advisors Asset Management's SCHV Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 101% in Q2 2026, buying an estimated $1.3M and bringing the position to 78,410 shares worth $2.73M. The position accounts for 0.36% of the portfolio, ranked #50.

Cornerstone Advisors Asset Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Cornerstone Advisors Asset Management held 78,410 shares of Schwab US Large-Cap Value ETF worth $2.73M as of Q2 2026.
Cornerstone Advisors Asset Management bought 39,468 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.3M.
Schwab US Large-Cap Value ETF made up 0.36% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #50 holding.
Cornerstone Advisors Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.