CWG
SCHW

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
2026
Q2 		$411K Buy
4,459
+197
+5% +$18K 0.02% 273
2026
Q1 		$392K Buy
4,262
+99
+2% +$9.71K 0.03% 267
2025
Q4 		$416K Buy
4,163
+431
+12% +$40.9K 0.03% 228
2025
Q3 		$356K Buy
3,732
+435
+13% +$41.3K 0.02% 242
2025
Q2 		$301K Buy
3,297
+604
+22% +$50.6K 0.02% 245
2025
Q1 		$211K Buy
+2,693
New +$211K 0.02% 272
2023
Q2 		– Sell
-45,379
Closed -$2.38M – 156
2023
Q1 		$2.38M Buy
+45,379
New +$3.32M 0.42% 83

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cornerstone Wealth Group's SCHW Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Charles Schwab (SCHW) stake by 4.6% in Q2 2026, buying an estimated $18K and bringing the position to 4,459 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #273.

Cornerstone Wealth Group first reported a position in SCHW in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.38M in Q1 2023. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cornerstone Wealth Group held 4,459 shares of Charles Schwab worth $411K as of Q2 2026.
  • Cornerstone Wealth Group bought 197 Charles Schwab shares in Q2 2026, an estimated $18K.
  • Charles Schwab made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #273 holding.
  • Cornerstone Wealth Group first reported a position in Charles Schwab in Q1 2023 and has held it in 7 quarters since.
  • Cornerstone Wealth Group's Charles Schwab position peaked at $2.38M in Q1 2023.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.