Cornerstone Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cornerstone Wealth Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.4M	Sell	105,955 -16,190	-13%	-$485K	0.22%	110
2025 Q4	$3.48M	Sell	122,145 -33,712	-22%	-$952K	0.24%	103
2025 Q3	$4.35M	Sell	155,857 -13,502	-8%	-$361K	0.29%	89
2025 Q2	$4.28M	Sell	169,359 -12,409	-7%	-$293K	0.32%	85
2025 Q1	$4.26M	Sell	181,768 -14,536	-7%	-$371K	0.35%	82
2024 Q4	$5.08M	Buy	196,304 +2,324	+1%	+$61.8K	0.41%	66
2024 Q3	$5M	Sell	193,980 -1,596	-0.8%	-$39.6K	0.41%	65
2024 Q2	$4.64M	Buy	195,576 +2,444	+1%	+$57.9K	0.41%	64
2024 Q1	$4.75M	Buy	+193,132	New	+$4.52M	0.44%	60

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cornerstone Wealth Group's SCHA Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q1 2026, selling an estimated $485K and leaving 105,955 shares worth $3.4M. The position accounts for 0.22% of the portfolio, ranked #110.

Cornerstone Wealth Group first reported a position in SCHA in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.08M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Cornerstone Wealth Group held 105,955 shares of Schwab U.S Small- Cap ETF worth $3.4M as of Q1 2026.
Cornerstone Wealth Group sold 16,190 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $485K.
Schwab U.S Small- Cap ETF made up 0.22% of Cornerstone Wealth Group's portfolio in Q1 2026, its #110 holding.
Cornerstone Wealth Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Schwab U.S Small- Cap ETF position peaked at $5.08M in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.