Cornerstone Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Sell	19,003 -968	-5%	-$32K	0.14%	29
2026 Q1	$581K	Sell	19,971 -31	-0.2%	-$929	0.13%	29
2025 Q4	$570K	Sell	20,002 -295	-1%	-$8.33K	0.13%	31
2025 Q3	$566K	Sell	20,297 -593	-3%	-$15.9K	0.14%	31
2025 Q2	$529K	Buy	20,890 +1,134	+6%	+$26.8K	0.14%	31
2025 Q1	$463K	Sell	19,756 -691	-3%	-$17.6K	0.13%	31
2024 Q4	$529K	Sell	20,447 -979	-5%	-$26K	0.15%	31
2024 Q3	$552K	Buy	21,426 +96	+0.5%	+$2.38K	0.15%	31
2024 Q2	$506K	Sell	21,330 -610	-3%	-$14.5K	0.15%	31
2024 Q1	$540K	Sell	21,940 -772	-3%	-$18.1K	0.17%	31
2023 Q4	$536K	Buy	22,712 +232	+1%	+$4.89K	0.17%	30
2023 Q3	$466K	Sell	22,480 -264	-1%	-$5.79K	0.16%	32
2023 Q2	$498K	Sell	22,744 -654	-3%	-$13.6K	0.17%	32
2023 Q1	$491K	Buy	23,398 +130	+0.6%	+$2.79K	0.18%	32
2022 Q4	$471K	Buy	23,268 +736	+3%	+$15.1K	0.18%	32
2022 Q3	$426K	Sell	22,532 -1,978	-8%	-$41.4K	0.17%	30
2022 Q2	$478K	Sell	24,510 -1,224	-5%	-$26.2K	0.18%	31
2022 Q1	$609K	Sell	25,734 -6,666	-21%	-$157K	0.21%	29
2021 Q4	$829K	Sell	32,400 -2,828	-8%	-$73.2K	0.28%	26
2021 Q3	$882K	Sell	35,228 -1,724	-5%	-$43.8K	0.31%	24
2021 Q2	$969K	Sell	36,952 -5,360	-13%	-$137K	0.34%	24
2021 Q1	$1.05M	Buy	+42,312	New	+$1.04M	0.4%	25

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHA Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.8% in Q2 2026, selling an estimated $32K and leaving 19,003 shares worth $687K. The position accounts for 0.14% of the portfolio, ranked #29.

Cornerstone Wealth Advisors first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2021. 348 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cornerstone Wealth Advisors held 19,003 shares of Schwab U.S Small- Cap ETF worth $687K as of Q2 2026.
Cornerstone Wealth Advisors sold 968 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $32K.
Schwab U.S Small- Cap ETF made up 0.14% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Cornerstone Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.05M in Q1 2021.
348 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.