Cornerstone Wealth Advisors
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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
Q3 		$4.09M Buy
82,166
+2,784
+4% +$139K 0.86% 16
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 		$4.48M Buy
109,340
+9,751
+10% +$407K 1.49% 14
2021
Q3 		$4.14M 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

McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 3.5% in Q3 2026, buying an estimated $139K and bringing the position to 82,166 shares worth $4.09M. The position accounts for 0.86% of the portfolio, ranked #16.

Cornerstone Wealth Advisors first reported a position in SCHC in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.48M in Q4 2021. 156 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Cornerstone Wealth Advisors held 82,166 shares of Schwab International Small-Cap Equity ETF worth $4.09M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 2,784 Schwab International Small-Cap Equity ETF shares in Q3 2026, an estimated $139K.
  • Schwab International Small-Cap Equity ETF made up 0.86% of Cornerstone Wealth Advisors's portfolio in Q3 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 23 quarters since.
  • Cornerstone Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $4.48M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

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