Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.7M Buy
935,344
+11,568
+1% +$322K 5.39% 8
2026
Q2 		$25.6M Buy
923,776
+10,057
+1% +$271K 5.36% 7
2026
Q1 		$22.6M Buy
913,719
+125,358
+16% +$3.19M 5.21% 7
2025
Q4 		$19M Buy
788,361
+85,410
+12% +$2.03M 4.41% 7
2025
Q3 		$16.4M Buy
702,951
+80,503
+13% +$1.82M 3.96% 8
2025
Q2 		$13.8M Buy
622,448
+50,765
+9% +$1.06M 3.56% 8
2025
Q1 		$11.3M Buy
571,683
+5,805
+1% +$114K 3.14% 8
2024
Q4 		$10.5M Buy
565,878
+18,842
+3% +$368K 2.87% 9
2024
Q3 		$11.2M Buy
547,036
+27,022
+5% +$534K 3.13% 8
2024
Q2 		$10M Sell
520,014
-2,250
-0.4% -$43.5K 2.99% 8
2024
Q1 		$10.2M Sell
522,264
-30,396
-5% -$568K 3.14% 8
2023
Q4 		$10.2M Buy
552,660
+36,542
+7% +$634K 3.31% 8
2023
Q3 		$8.76M Sell
516,118
-8,588
-2% -$152K 3.09% 8
2023
Q2 		$9.35M Buy
524,706
+116
+0% +$2.06K 3.22% 8
2023
Q1 		$9.13M Buy
524,590
+23,534
+5% +$403K 3.32% 8
2022
Q4 		$8.07M Buy
501,056
+23,740
+5% +$371K 3.13% 9
2022
Q3 		$6.71M Buy
477,316
+3,780
+0.8% +$59.3K 2.65% 10
2022
Q2 		$7.45M Buy
473,536
+40,602
+9% +$692K 2.84% 10
2022
Q1 		$7.95M Buy
432,934
+60,828
+16% +$1.13M 2.75% 8
2021
Q4 		$7.23M Buy
372,106
+13,026
+4% +$256K 2.4% 11
2021
Q3 		$6.95M Buy
359,080
+10,842
+3% +$216K 2.43% 10
2021
Q2 		$6.88M Sell
348,238
-23,960
-6% -$474K 2.41% 11
2021
Q1 		$7M Buy
+372,198
New +$6.94M 2.64% 11

Other funds holding SCHF

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 1.3% in Q3 2026, buying an estimated $322K and bringing the position to 935,344 shares worth $25.7M. The position accounts for 5.39% of the portfolio, ranked #8.

Cornerstone Wealth Advisors first reported a position in SCHF in Q1 2021 and has held it in 23 quarters since. 598 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • Cornerstone Wealth Advisors held 935,344 shares of Schwab International Equity ETF worth $25.7M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 11,568 Schwab International Equity ETF shares in Q3 2026, an estimated $322K.
  • Schwab International Equity ETF made up 5.39% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #8 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2021 and has held it in 23 quarters since.
  • 598 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

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