CFM
SCHW

Cornerstone Financial Management’s Charles Schwab SCHW Stock Holding History

Cornerstone Financial Management’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
2026
Q2 		$19.5K Buy
211
+44
+26% +$4.01K 0.02% 281
2026
Q1 		$15.7K Buy
167
+40
+31% +$3.92K 0.01% 236
2025
Q4 		$12.7K Buy
+127
New +$12K 0.01% 239

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cornerstone Financial Management's SCHW Position: Q2 2026 in Review

Cornerstone Financial Management increased its Charles Schwab (SCHW) stake by 26% in Q2 2026, buying an estimated $4.01K and bringing the position to 211 shares worth $19.5K. The position accounts for 0.02% of the portfolio, ranked #281.

Cornerstone Financial Management first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cornerstone Financial Management held 211 shares of Charles Schwab worth $19.5K as of Q2 2026.
  • Cornerstone Financial Management bought 44 Charles Schwab shares in Q2 2026, an estimated $4.01K.
  • Charles Schwab made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #281 holding.
  • Cornerstone Financial Management first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.