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CWA
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
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
$26B AUM
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ML
McAdam LLC
Philadelphia, Pennsylvania
$2.22B AUM
16.98%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
MG
Mather Group
Chicago, Illinois
$10B AUM
15.14%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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