Cornerstone Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cornerstone Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Buy	76,405 +1,271	+2%	+$42.1K	0.11%	174
2026 Q1	$2.19M	Buy	75,134 +19	+0%	+$591	0.11%	176
2025 Q4	$2.45M	Buy	75,115 +1,297	+2%	+$42.2K	0.13%	157
2025 Q3	$2.36M	Buy	73,818 +1,917	+3%	+$58.4K	0.13%	149
2025 Q2	$2.1M	Sell	71,901 -4,227	-6%	-$112K	0.13%	151
2025 Q1	$1.91M	Sell	76,128 -1,490	-2%	-$40.8K	0.13%	154
2024 Q4	$2.16M	Buy	77,618 +3,594	+5%	+$98.3K	0.15%	142
2024 Q3	$1.93M	Sell	74,024 -1,076	-1%	-$27.1K	0.14%	146
2024 Q2	$1.89M	Sell	75,100 -448	-0.6%	-$10.6K	0.15%	141
2024 Q1	$1.75M	Buy	75,548 +5,976	+9%	+$132K	0.14%	139
2023 Q4	$1.44M	Buy	69,572 +2,224	+3%	+$43K	0.12%	151
2023 Q3	$1.22M	Sell	67,348 -3,280	-5%	-$61.7K	0.12%	156
2023 Q2	$1.32M	Sell	70,628 -4,300	-6%	-$73.7K	0.12%	154
2023 Q1	$1.22M	Buy	+74,928	New	+$1.14M	0.12%	154
2022 Q3	$1.06M	Sell	76,000 -2,544	-3%	-$39.9K	0.12%	151
2022 Q2	$1.14M	Buy	78,544 +5,068	+7%	+$81K	0.13%	145
2022 Q1	$1.37M	Sell	73,476 -1,620	-2%	-$29.5K	0.13%	140
2021 Q4	$1.54M	Sell	75,096 -23,984	-24%	-$479K	0.15%	143
2021 Q3	$1.83M	Sell	99,080 -1,296	-1%	-$24.7K	0.2%	113
2021 Q2	$1.83M	Sell	100,376 -3,704	-4%	-$64.1K	0.19%	114
2021 Q1	$1.69M	Sell	104,080 -656	-0.6%	-$10.7K	0.2%	111
2020 Q4	$1.68M	Buy	104,736 +11,800	+13%	+$179K	0.21%	103
2020 Q3	$1.34M	Buy	92,936 +5,008	+6%	+$69.8K	0.2%	102
2020 Q2	$1.12M	Sell	87,928 -1,912	-2%	-$22.3K	0.18%	116
2020 Q1	$894K	Sell	89,840 -232	-0.3%	-$2.65K	0.17%	114
2019 Q4	$1.05M	Buy	90,072 +9,080	+11%	+$100K	0.17%	125
2019 Q3	$851K	Buy	80,992 +14,544	+22%	+$153K	0.15%	141
2019 Q2	$692K	Sell	66,448 -8,824	-12%	-$89.7K	0.12%	168
2019 Q1	$933K	Buy	75,272 +136	+0.2%	+$1.29K	0.11%	192
2018 Q4	$647K	Buy	+75,136	New	+$700K	0.14%	155
2018 Q1	$522K	Buy	59,736 +3,952	+7%	+$36.4K	0.1%	205
2017 Q4	$507K	Buy	+55,784	New	+$479K	0.1%	209

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Wealth Management's SCHG Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q2 2026, buying an estimated $42.1K and bringing the position to 76,405 shares worth $2.59M. The position accounts for 0.11% of the portfolio, ranked #174.

Cornerstone Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 32 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cornerstone Wealth Management held 76,405 shares of Schwab US Large-Cap Growth ETF worth $2.59M as of Q2 2026.
Cornerstone Wealth Management bought 1,271 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $42.1K.
Schwab US Large-Cap Growth ETF made up 0.11% of Cornerstone Wealth Management's portfolio in Q2 2026, its #174 holding.
Cornerstone Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.