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

Cornerstone Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.3M Sell
209,888
-11,049
-5% -$331K 1.32% 14
2026
Q2 		$6.5M Sell
220,937
-4,007
-2% -$114K 1.36% 13
2026
Q1 		$5.77M Sell
224,944
-6,572
-3% -$176K 1.33% 13
2025
Q4 		$6.23M Sell
231,516
-3,282
-1% -$87.6K 1.45% 12
2025
Q3 		$6.18M Sell
234,798
-12,179
-5% -$309K 1.5% 12
2025
Q2 		$6.04M Sell
246,977
-6,466
-3% -$146K 1.56% 11
2025
Q1 		$5.6M Sell
253,443
-18,722
-7% -$436K 1.55% 12
2024
Q4 		$6.31M Sell
272,165
-12,208
-4% -$285K 1.73% 11
2024
Q3 		$6.43M Sell
284,373
-7,272
-2% -$158K 1.79% 11
2024
Q2 		$6.25M Sell
291,645
-8,253
-3% -$171K 1.87% 11
2024
Q1 		$6.2M Sell
299,898
-14,619
-5% -$288K 1.91% 11
2023
Q4 		$5.91M Sell
314,517
-20,193
-6% -$355K 1.91% 11
2023
Q3 		$5.65M Sell
334,710
-26,943
-7% -$473K 1.99% 11
2023
Q2 		$6.31M Sell
361,653
-50,391
-12% -$832K 2.17% 11
2023
Q1 		$6.64M Sell
412,044
-41,370
-9% -$651K 2.41% 11
2022
Q4 		$6.82M Sell
453,414
-97,458
-18% -$1.48M 2.65% 10
2022
Q3 		$7.78M Sell
550,872
-37,101
-6% -$582K 3.07% 9
2022
Q2 		$8.75M Buy
587,973
+202,932
+53% +$3.29M 3.34% 9
2022
Q1 		$6.91M Sell
385,041
-30,903
-7% -$547K 2.39% 9
2021
Q4 		$7.89M Sell
415,944
-43,710
-10% -$807K 2.62% 9
2021
Q3 		$7.97M Sell
459,654
-57,726
-11% -$1.03M 2.79% 9
2021
Q2 		$9.02M Sell
517,380
-152,706
-23% -$2.58M 3.16% 8
2021
Q1 		$10.7M Buy
+670,086
New +$10.5M 4.05% 7

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 5% in Q3 2026, selling an estimated $331K and leaving 209,888 shares worth $6.3M. The position accounts for 1.32% of the portfolio, ranked #14.

Cornerstone Wealth Advisors first reported a position in SCHX in Q1 2021 and has held it in 23 quarters since. The position peaked at $10.7M in Q1 2021. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Cornerstone Wealth Advisors held 209,888 shares of Schwab US Large- Cap ETF worth $6.3M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 11,049 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $331K.
  • Schwab US Large- Cap ETF made up 1.32% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Schwab US Large- Cap ETF position peaked at $10.7M in Q1 2021.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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