Cornerstone Wealth Advisors
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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
Q3 		$55.5M Sell
1,544,054
-46,584
-3% -$1.63M 11.64% 2
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% +$100K 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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.9% in Q3 2026, selling an estimated $1.63M and leaving 1,544,054 shares worth $55.5M. The position accounts for 11.64% of the portfolio, ranked #2.

Cornerstone Wealth Advisors first reported a position in SCHG in Q1 2021 and has held it in 23 quarters since. 736 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Cornerstone Wealth Advisors held 1,544,054 shares of Schwab US Large-Cap Growth ETF worth $55.5M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 46,584 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.63M.
  • Schwab US Large-Cap Growth ETF made up 11.64% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • 736 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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