CWM
SCHV

Cornerstone Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Cornerstone Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
56,631
+853
+2% +$28.1K 0.08% 216
2026
Q1 		$1.7M Buy
55,778
+789
+1% +$24.6K 0.09% 215
2025
Q4 		$1.63M Buy
54,989
+5,781
+12% +$169K 0.08% 205
2025
Q3 		$1.43M Buy
49,208
+1,490
+3% +$42.3K 0.08% 214
2025
Q2 		$1.32M Sell
47,718
-2,281
-5% -$59.9K 0.08% 212
2025
Q1 		$1.33M Sell
49,999
-380
-0.8% -$10.2K 0.09% 188
2024
Q4 		$1.31M Buy
50,379
+5,421
+12% +$146K 0.09% 185
2024
Q3 		$1.2M Buy
44,958
+789
+2% +$20.3K 0.08% 185
2024
Q2 		$1.09M Sell
44,169
-3,678
-8% -$90.9K 0.08% 188
2024
Q1 		$1.21M Buy
47,847
+2,757
+6% +$66.1K 0.1% 178
2023
Q4 		$1.05M Buy
45,090
+609
+1% +$13.3K 0.09% 186
2023
Q3 		$956K Buy
44,481
+2,160
+5% +$48.5K 0.09% 187
2023
Q2 		$946K Sell
42,321
-2,994
-7% -$65.4K 0.08% 194
2023
Q1 		$991K Buy
+45,315
New +$1.01M 0.1% 178
2022
Q3 		$877K Sell
44,949
-6,624
-13% -$143K 0.1% 178
2022
Q2 		$1.07M Sell
51,573
-4,128
-7% -$92.7K 0.12% 153
2022
Q1 		$1.32M Sell
55,701
-2,982
-5% -$70.6K 0.13% 145
2021
Q4 		$1.43M Sell
58,683
-1,107
-2% -$26.2K 0.14% 147
2021
Q3 		$1.34M Buy
59,790
+156
+0.3% +$3.61K 0.14% 147
2021
Q2 		$1.36M Sell
59,634
-6,081
-9% -$138K 0.14% 146
2021
Q1 		$1.43M Sell
65,715
-141
-0.2% -$2.94K 0.17% 127
2020
Q4 		$1.31M Buy
65,856
+2,685
+4% +$50.2K 0.16% 118
2020
Q3 		$1.1M Buy
63,171
+2,541
+4% +$44.4K 0.16% 122
2020
Q2 		$1.01M Buy
60,630
+3,780
+7% +$61.7K 0.16% 127
2020
Q1 		$839K Buy
56,850
+423
+0.7% +$7.75K 0.16% 122
2019
Q4 		$1.13M Buy
56,427
+3,843
+7% +$74.5K 0.18% 118
2019
Q3 		$994K Buy
52,584
+6,159
+13% +$115K 0.18% 129
2019
Q2 		$871K Sell
46,425
-435
-0.9% -$8.04K 0.16% 142
2019
Q1 		$835K Buy
46,860
+1,920
+4% +$34.1K 0.1% 204
2018
Q4 		$740K Buy
+44,940
New +$795K 0.16% 137
2018
Q1 		$580K Buy
33,705
+612
+2% +$11.2K 0.11% 183
2017
Q4 		$612K Buy
33,093
+20,985
+173% +$373K 0.11% 177
2017
Q3 		$212K Buy
+12,108
New +$205K 0.04% 356

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.5% in Q2 2026, buying an estimated $28.1K and bringing the position to 56,631 shares worth $1.97M. The position accounts for 0.08% of the portfolio, ranked #216.

Cornerstone Wealth Management first reported a position in SCHV in Q3 2017 and has held it in 33 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Cornerstone Wealth Management held 56,631 shares of Schwab US Large-Cap Value ETF worth $1.97M as of Q2 2026.
  • Cornerstone Wealth Management bought 853 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $28.1K.
  • Schwab US Large-Cap Value ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Cornerstone Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q3 2017 and has held it in 33 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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