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

Cornerstone Advisors Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.8M Buy
2,994,436
+78,553
+3% +$2.11M 11.85% 1
2025
Q4 		$78.5M Buy
2,915,883
+3,093
+0.1% +$82.6K 12.74% 1
2025
Q3 		$76.7M Buy
2,912,790
+57,654
+2% +$1.46M 13.41% 1
2025
Q2 		$69.8M Buy
2,855,136
+225,617
+9% +$5.1M 13.44% 1
2025
Q1 		$58.1M Buy
2,629,519
+203,236
+8% +$4.73M 11.89% 1
2024
Q4 		$56.2M Buy
2,426,283
+41,643
+2% +$971K 12.15% 1
2024
Q3 		$53.9M Buy
2,384,640
+487,962
+26% +$10.6M 11.92% 1
2024
Q2 		$40.6M Buy
1,896,678
+176,559
+10% +$3.65M 11.48% 1
2024
Q1 		$35.6M Buy
1,720,119
+74,757
+5% +$1.47M 12.52% 1
2023
Q4 		$30.9M Buy
1,645,362
+73,068
+5% +$1.28M 11.67% 1
2023
Q3 		$26.5M Buy
1,572,294
+186,579
+13% +$3.27M 10.59% 1
2023
Q2 		$24.2M Buy
1,385,715
+195,810
+16% +$3.23M 10.44% 1
2023
Q1 		$19.2M Buy
1,189,905
+69,156
+6% +$1.09M 9.36% 2
2022
Q4 		$16.9M Buy
1,120,749
+36,678
+3% +$555K 9.01% 2
2022
Q3 		$15.3M Buy
1,084,071
+70,155
+7% +$1.1M 11.72% 2
2022
Q2 		$15.1M Buy
1,013,916
+128,595
+15% +$2.08M 10.75% 2
2022
Q1 		$15.9M Buy
885,321
+94,605
+12% +$1.67M 11.03% 2
2021
Q4 		$15M Buy
+790,716
New +$14.6M 11.39% 2

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cornerstone Advisors Asset Management's SCHX Position: Q1 2026 in Review

Cornerstone Advisors Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q1 2026, buying an estimated $2.11M and bringing the position to 2,994,436 shares worth $76.8M. The position accounts for 11.85% of the portfolio, ranked #1.

Cornerstone Advisors Asset Management first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $78.5M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Cornerstone Advisors Asset Management held 2,994,436 shares of Schwab US Large- Cap ETF worth $76.8M as of Q1 2026.
  • Cornerstone Advisors Asset Management bought 78,553 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2.11M.
  • Schwab US Large- Cap ETF made up 11.85% of Cornerstone Advisors Asset Management's portfolio in Q1 2026, its #1 holding.
  • Cornerstone Advisors Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Cornerstone Advisors Asset Management's Schwab US Large- Cap ETF position peaked at $78.5M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2026, filed 7 May 2026.