Cornerstone Wealth Advisors
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Cornerstone Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cornerstone Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.3M Sell
639,394
-12,753
-2% -$439K 4.47% 9
2026
Q2 		$22.7M Buy
652,147
+9,032
+1% +$298K 4.76% 8
2026
Q1 		$19.6M Buy
643,115
+14,231
+2% +$443K 4.52% 8
2025
Q4 		$18.6M Buy
628,884
+30,774
+5% +$899K 4.33% 8
2025
Q3 		$17.4M Buy
598,110
+12,750
+2% +$362K 4.21% 7
2025
Q2 		$16.2M Buy
585,360
+8,226
+1% +$216K 4.19% 7
2025
Q1 		$15.3M Sell
577,134
-3,220
-0.6% -$86.4K 4.26% 7
2024
Q4 		$15.1M Buy
580,354
+12,724
+2% +$344K 4.15% 7
2024
Q3 		$15.2M Sell
567,630
-2,235
-0.4% -$57.4K 4.23% 7
2024
Q2 		$14.1M Sell
569,865
-6,129
-1% -$151K 4.21% 7
2024
Q1 		$14.6M Sell
575,994
-11,751
-2% -$282K 4.49% 6
2023
Q4 		$13.7M Buy
587,745
+58,200
+11% +$1.27M 4.44% 7
2023
Q3 		$11.4M Sell
529,545
-10,008
-2% -$225K 4.01% 7
2023
Q2 		$12.1M Buy
539,553
+12,984
+2% +$283K 4.15% 7
2023
Q1 		$11.5M Buy
526,569
+35,604
+7% +$791K 4.18% 7
2022
Q4 		$10.8M Sell
490,965
-30,804
-6% -$667K 4.19% 6
2022
Q3 		$10.2M Sell
521,769
-16,221
-3% -$349K 4.02% 8
2022
Q2 		$11.2M Sell
537,990
-2,907
-0.5% -$65.2K 4.27% 7
2022
Q1 		$12.9M Sell
540,897
-14,490
-3% -$343K 4.45% 6
2021
Q4 		$13.6M Buy
555,387
+28,800
+5% +$682K 4.5% 6
2021
Q3 		$11.8M Buy
526,587
+16,317
+3% +$377K 4.14% 6
2021
Q2 		$11.7M Buy
510,270
+22,074
+5% +$501K 4.11% 6
2021
Q1 		$10.6M Buy
+488,196
New +$10.2M 4.01% 8

Other funds holding SCHV

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Rainey & Randall Wealth Advisors
Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2% in Q3 2026, selling an estimated $439K and leaving 639,394 shares worth $21.3M. The position accounts for 4.47% of the portfolio, ranked #9.

Cornerstone Wealth Advisors first reported a position in SCHV in Q1 2021 and has held it in 23 quarters since. The position peaked at $22.7M in Q2 2026. 635 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Cornerstone Wealth Advisors held 639,394 shares of Schwab US Large-Cap Value ETF worth $21.3M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 12,753 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $439K.
  • Schwab US Large-Cap Value ETF made up 4.47% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $22.7M in Q2 2026.
  • 635 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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