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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cornerstone Wealth Advisors's SCHG Position: Q1 2026 in Review

Cornerstone Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.12% in Q1 2026, selling an estimated $62.7K and leaving 1,626,488 shares worth $47.4M. The position accounts for 10.91% of the portfolio, ranked #3.

Cornerstone Wealth Advisors first reported a position in SCHG in Q1 2021 and has held it in 21 quarters since. The position peaked at $53.1M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cornerstone Wealth Advisors held 1,626,488 shares of Schwab US Large-Cap Growth ETF worth $47.4M as of Q1 2026.
  • Cornerstone Wealth Advisors sold 2,016 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $62.7K.
  • Schwab US Large-Cap Growth ETF made up 10.91% of Cornerstone Wealth Advisors's portfolio in Q1 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 21 quarters since.
  • Cornerstone Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $53.1M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.