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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q1 2026, selling an estimated $1.31M and leaving 1,222,961 shares worth $34M. The position accounts for 2.18% of the portfolio, ranked #8.

Cornerstone Wealth Group first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $34.8M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cornerstone Wealth Group held 1,222,961 shares of Schwab US Large- Cap ETF worth $34M as of Q1 2026.
Cornerstone Wealth Group sold 48,808 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.31M.
Schwab US Large- Cap ETF made up 2.18% of Cornerstone Wealth Group's portfolio in Q1 2026, its #8 holding.
Cornerstone Wealth Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Schwab US Large- Cap ETF position peaked at $34.8M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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