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Cornerstone Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.8M Sell
1,590,638
-35,850
-2% -$1.19M 11.28% 3
2026
Q1 		$47.4M Sell
1,626,488
-2,016
-0.1% -$62.7K 10.91% 3
2025
Q4 		$53.1M Sell
1,628,504
-36,741
-2% -$1.19M 12.35% 3
2025
Q3 		$53.1M Sell
1,665,245
-81,266
-5% -$2.48M 12.86% 2
2025
Q2 		$51M Buy
1,746,511
+3,771
+0.2% +$99.7K 13.18% 2
2025
Q1 		$43.6M Buy
1,742,740
+34,267
+2% +$939K 12.12% 3
2024
Q4 		$47.6M Sell
1,708,473
-57,227
-3% -$1.57M 13.07% 3
2024
Q3 		$46M Sell
1,765,700
-2,148
-0.1% -$54.1K 12.78% 3
2024
Q2 		$44.6M Sell
1,767,848
-25,432
-1% -$600K 13.34% 3
2024
Q1 		$41.6M Sell
1,793,280
-12,544
-0.7% -$277K 12.8% 3
2023
Q4 		$37.5M Buy
1,805,824
+16,284
+0.9% +$315K 12.12% 3
2023
Q3 		$32.5M Sell
1,789,540
-11,744
-0.7% -$221K 11.47% 3
2023
Q2 		$33.8M Sell
1,801,284
-11,228
-0.6% -$192K 11.62% 2
2023
Q1 		$29.5M Buy
1,812,512
+122,756
+7% +$1.86M 10.73% 3
2022
Q4 		$23.5M Buy
1,689,756
+68,584
+4% +$986K 9.1% 4
2022
Q3 		$22.6M Buy
1,621,172
+55,332
+4% +$867K 8.93% 3
2022
Q2 		$22.7M Buy
1,565,840
+86,308
+6% +$1.38M 8.66% 3
2022
Q1 		$27.7M Sell
1,479,532
-17,100
-1% -$312K 9.56% 3
2021
Q4 		$30.6M Sell
1,496,632
-10,400
-0.7% -$208K 10.17% 3
2021
Q3 		$27.9M Sell
1,507,032
-21,168
-1% -$403K 9.76% 3
2021
Q2 		$28M Buy
1,528,200
+69,928
+5% +$1.21M 9.82% 3
2021
Q1 		$23.7M Buy
+1,458,272
New +$23.7M 8.93% 3

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q2 2026, selling an estimated $1.19M and leaving 1,590,638 shares worth $53.8M. The position accounts for 11.28% of the portfolio, ranked #3.

Cornerstone Wealth Advisors first reported a position in SCHG in Q1 2021 and has held it in 22 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cornerstone Wealth Advisors held 1,590,638 shares of Schwab US Large-Cap Growth ETF worth $53.8M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 35,850 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.19M.
  • Schwab US Large-Cap Growth ETF made up 11.28% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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