Cornerstone Wealth Advisors
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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
Q3 		$613K Sell
18,798
-205
-1% -$7.01K 0.13% 30
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHA Position: Q3 2026 in Review

Cornerstone Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q3 2026, selling an estimated $7.01K and leaving 18,798 shares worth $613K. The position accounts for 0.13% of the portfolio, ranked #30.

Cornerstone Wealth Advisors first reported a position in SCHA in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2021. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Cornerstone Wealth Advisors held 18,798 shares of Schwab U.S Small- Cap ETF worth $613K as of Q3 2026.
  • Cornerstone Wealth Advisors sold 205 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $7.01K.
  • Schwab U.S Small- Cap ETF made up 0.13% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.05M in Q1 2021.
  • 477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.