Cornerstone Wealth Advisors
SCHE icon

Cornerstone Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.12M Buy
222,851
+2,605
+1% +$95.2K 1.7% 12
2026
Q2 		$7.99M Buy
220,246
+3,069
+1% +$110K 1.67% 11
2026
Q1 		$7.16M Buy
217,177
+22,542
+12% +$770K 1.65% 11
2025
Q4 		$6.37M Sell
194,635
-1,161
-0.6% -$38.7K 1.48% 11
2025
Q3 		$6.53M Sell
195,796
-3,715
-2% -$117K 1.58% 11
2025
Q2 		$6.01M Sell
199,511
-4,955
-2% -$140K 1.55% 12
2025
Q1 		$5.64M Sell
204,466
-3,459
-2% -$94.7K 1.57% 11
2024
Q4 		$5.54M Sell
207,925
-1,455
-0.7% -$41.1K 1.52% 13
2024
Q3 		$6.11M Buy
209,380
+2,917
+1% +$79K 1.7% 12
2024
Q2 		$5.48M Sell
206,463
-1,507
-0.7% -$39.3K 1.64% 12
2024
Q1 		$5.25M Buy
207,970
+5,579
+3% +$137K 1.62% 13
2023
Q4 		$5.02M Buy
202,391
+1,701
+0.8% +$40.9K 1.62% 14
2023
Q3 		$4.8M Sell
200,690
-2,794
-1% -$69.2K 1.69% 14
2023
Q2 		$5.01M Sell
203,484
-4,684
-2% -$114K 1.73% 14
2023
Q1 		$5.1M Buy
208,168
+5,902
+3% +$146K 1.85% 14
2022
Q4 		$4.79M Buy
202,266
+4,260
+2% +$99.2K 1.86% 13
2022
Q3 		$4.44M Buy
198,006
+7,089
+4% +$175K 1.75% 14
2022
Q2 		$4.84M Buy
190,917
+6,535
+4% +$171K 1.85% 13
2022
Q1 		$5.12M Sell
184,382
-33,162
-15% -$960K 1.77% 14
2021
Q4 		$6.44M Sell
217,544
-6,414
-3% -$196K 2.14% 13
2021
Q3 		$6.83M Sell
223,958
-36,383
-14% -$1.14M 2.39% 11
2021
Q2 		$8.51M Buy
260,341
+524
+0.2% +$17K 2.99% 10
2021
Q1 		$8.26M Buy
+259,817
New +$8.46M 3.12% 10

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.2% in Q3 2026, buying an estimated $95.2K and bringing the position to 222,851 shares worth $8.12M. The position accounts for 1.7% of the portfolio, ranked #12.

Cornerstone Wealth Advisors first reported a position in SCHE in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.51M in Q2 2021. 778 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

  • Cornerstone Wealth Advisors held 222,851 shares of Schwab Emerging Markets Equity ETF worth $8.12M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 2,605 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $95.2K.
  • Schwab Emerging Markets Equity ETF made up 1.7% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $8.51M in Q2 2021.
  • 778 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

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