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Cornerstone Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Buy
79,382
+701
+0.9% +$34.8K 0.8% 16
2026
Q1 		$3.68M Sell
78,681
-155
-0.2% -$7.5K 0.85% 16
2025
Q4 		$3.59M Buy
78,836
+2,573
+3% +$117K 0.83% 16
2025
Q3 		$3.47M Sell
76,263
-2,547
-3% -$112K 0.84% 16
2025
Q2 		$3.36M Sell
78,810
-3,202
-4% -$124K 0.87% 17
2025
Q1 		$2.94M Sell
82,012
-1,187
-1% -$42.4K 0.82% 17
2024
Q4 		$2.86M Buy
83,199
+3,063
+4% +$112K 0.78% 17
2024
Q3 		$3.09M Sell
80,136
-2,221
-3% -$81.8K 0.86% 15
2024
Q2 		$2.93M Sell
82,357
-7,740
-9% -$276K 0.88% 16
2024
Q1 		$3.23M Sell
90,097
-12,966
-13% -$446K 0.99% 16
2023
Q4 		$3.6M Sell
103,063
-8,304
-7% -$269K 1.16% 15
2023
Q3 		$3.59M Sell
111,367
-8,281
-7% -$281K 1.27% 16
2023
Q2 		$4.04M Sell
119,648
-1,967
-2% -$66.5K 1.39% 16
2023
Q1 		$4.1M Buy
121,615
+1,565
+1% +$52.2K 1.49% 16
2022
Q4 		$3.78M Buy
120,050
+986
+0.8% +$30K 1.47% 16
2022
Q3 		$3.3M Buy
119,064
+6,635
+6% +$209K 1.3% 16
2022
Q2 		$3.51M Buy
112,429
+2,444
+2% +$84.6K 1.34% 16
2022
Q1 		$4.18M Buy
109,985
+645
+0.6% +$24.7K 1.44% 15
2021
Q4 		$4.47M Buy
109,340
+9,751
+10% +$407K 1.49% 14
2021
Q3 		$4.13M Buy
99,589
+3,492
+4% +$148K 1.45% 14
2021
Q2 		$4.01M Buy
96,097
+11,141
+13% +$465K 1.41% 15
2021
Q1 		$3.35M Buy
+84,956
New +$3.31M 1.26% 16

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 0.89% in Q2 2026, buying an estimated $34.8K and bringing the position to 79,382 shares worth $3.82M. The position accounts for 0.8% of the portfolio, ranked #16.

Cornerstone Wealth Advisors first reported a position in SCHC in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.47M in Q4 2021. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Cornerstone Wealth Advisors held 79,382 shares of Schwab International Small-Cap Equity ETF worth $3.82M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 701 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $34.8K.
  • Schwab International Small-Cap Equity ETF made up 0.8% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $4.47M in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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