Cornerstone Wealth Group’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$356K	Buy
2025 Q2	$301K	Buy
2025 Q1	$211K	Buy
2023 Q2	–	Sell
2023 Q1	$2.38M	Buy