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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
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

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q2 2026, selling an estimated $114K and leaving 220,937 shares worth $6.5M. The position accounts for 1.36% of the portfolio, ranked #13.

Cornerstone Wealth Advisors first reported a position in SCHX in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q1 2021. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cornerstone Wealth Advisors held 220,937 shares of Schwab US Large- Cap ETF worth $6.5M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 4,007 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $114K.
  • Schwab US Large- Cap ETF made up 1.36% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Cornerstone Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's Schwab US Large- Cap ETF position peaked at $10.7M in Q1 2021.
  • 415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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