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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cornerstone Wealth Group increased its Charles Schwab (SCHW) stake by 2.4% in Q1 2026, buying an estimated $9.71K and bringing the position to 4,262 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #267.

Cornerstone Wealth Group first reported a position in SCHW in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Cornerstone Wealth Group held 4,262 shares of Charles Schwab worth $392K as of Q1 2026.
Cornerstone Wealth Group bought 99 Charles Schwab shares in Q1 2026, an estimated $9.71K.
Charles Schwab made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #267 holding.
Cornerstone Wealth Group first reported a position in Charles Schwab in Q1 2023 and has held it in 6 quarters since.
Cornerstone Wealth Group's Charles Schwab position peaked at $2.38M in Q1 2023.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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