CWA
SCHV

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
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% -$65.3K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Cornerstone Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q2 2026, buying an estimated $298K and bringing the position to 652,147 shares worth $22.7M. The position accounts for 4.76% of the portfolio, ranked #8.

Cornerstone Wealth Advisors first reported a position in SCHV in Q1 2021 and has held it in 22 quarters since. 220 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cornerstone Wealth Advisors held 652,147 shares of Schwab US Large-Cap Value ETF worth $22.7M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 9,032 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $298K.
  • Schwab US Large-Cap Value ETF made up 4.76% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 220 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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