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Cornerstone Planning Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cornerstone Planning Group’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
Q2 		$97.3K Buy
3,307
+178
+6% +$5.08K 0.01% 253
2026
Q1 		$89.2K Buy
3,129
+49
+2% +$1.31K 0.01% 271
2025
Q4 		$84.5K Buy
3,080
+149
+5% +$3.98K 0.01% 234
2025
Q3 		$97.3K Buy
2,931
+2,133
+267% +$54.2K 0.02% 214
2025
Q2 		$19.9K Sell
798
-271
-25% -$6.13K ﹤0.01% 419
2025
Q1 		$22.6K Buy
1,069
+276
+35% +$6.42K 0.01% 384
2024
Q4 		$18.9K Sell
793
-1,580
-67% -$36.8K ﹤0.01% 317
2024
Q3 		$18.2K Buy
2,373
+1,584
+201% +$34.5K ﹤0.01% 308
2024
Q2 		$16.1K Buy
789
+3
+0.4% +$62 ﹤0.01% 350
2024
Q1 		$15.9K Hold
786
– – ﹤0.01% 327
2023
Q4 		$14.8K Hold
786
– – ﹤0.01% 362
2023
Q3 		$13.3K Hold
786
– – 0.01% 371
2023
Q2 		$13.7K Buy
+786
New +$13K 0.01% 538

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Cornerstone Planning Group's SCHX Position: Q2 2026 in Review

Cornerstone Planning Group increased its Schwab US Large- Cap ETF (SCHX) stake by 5.7% in Q2 2026, buying an estimated $5.08K and bringing the position to 3,307 shares worth $97.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Cornerstone Planning Group first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,130 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cornerstone Planning Group held 3,307 shares of Schwab US Large- Cap ETF worth $97.3K as of Q2 2026.
  • Cornerstone Planning Group bought 178 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.08K.
  • Schwab US Large- Cap ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #253 holding.
  • Cornerstone Planning Group first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.