Cornerstone Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$876K	Sell	27,082 -14,700	-35%	-$457K	0.06%	171
2025 Q4	$1.36M	Buy	41,782 +1,084	+3%	+$35.3K	0.09%	129
2025 Q3	$1.3M	Buy	40,698 +486	+1%	+$14.8K	0.09%	129
2025 Q2	$1.17M	Buy	40,212 +1,209	+3%	+$32K	0.09%	130
2025 Q1	$977K	Sell	39,003 -40	-0.1%	-$1.1K	0.08%	139
2024 Q4	$1.09M	Buy	39,043 +15	+0%	+$410	0.09%	129
2024 Q3	$1.02M	Buy	39,028 +4	+0%	+$101	0.08%	131
2024 Q2	$984K	Sell	39,024 -3,508	-8%	-$82.8K	0.09%	128
2024 Q1	$986K	Buy	+42,532	New	+$941K	0.09%	125

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 35% in Q1 2026, selling an estimated $457K and leaving 27,082 shares worth $876K. The position accounts for 0.06% of the portfolio, ranked #171.

Cornerstone Wealth Group first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Cornerstone Wealth Group held 27,082 shares of Schwab US Large-Cap Growth ETF worth $876K as of Q1 2026.
Cornerstone Wealth Group sold 14,700 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $457K.
Schwab US Large-Cap Growth ETF made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #171 holding.
Cornerstone Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $1.36M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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