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

Cornerstone Wealth Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3M Sell
1,198,819
-24,142
-2% -$689K 2.09% 7
2026
Q1 		$34M Sell
1,222,961
-48,808
-4% -$1.31M 2.18% 8
2025
Q4 		$34.2M Sell
1,271,769
-48,006
-4% -$1.28M 2.34% 7
2025
Q3 		$34.8M Sell
1,319,775
-11,274
-0.8% -$286K 2.35% 7
2025
Q2 		$32.5M Sell
1,331,049
-26,173
-2% -$592K 2.44% 7
2025
Q1 		$30M Sell
1,357,222
-23,073
-2% -$537K 2.48% 6
2024
Q4 		$32M Sell
1,380,295
-635
-0% -$14.8K 2.61% 6
2024
Q3 		$31.2M Sell
1,380,930
-906
-0.1% -$19.7K 2.58% 6
2024
Q2 		$29.6M Buy
1,381,836
+5,019
+0.4% +$104K 2.63% 6
2024
Q1 		$28.5M Buy
+1,376,817
New +$27.1M 2.62% 6

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q2 2026, selling an estimated $689K and leaving 1,198,819 shares worth $35.3M. The position accounts for 2.09% of the portfolio, ranked #7.

Cornerstone Wealth Group first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cornerstone Wealth Group held 1,198,819 shares of Schwab US Large- Cap ETF worth $35.3M as of Q2 2026.
  • Cornerstone Wealth Group sold 24,142 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $689K.
  • Schwab US Large- Cap ETF made up 2.09% of Cornerstone Wealth Group's portfolio in Q2 2026, its #7 holding.
  • Cornerstone Wealth Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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