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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.32M	Sell	47,718 -2,281	-5%	-$63.1K	0.08%	212
2025 Q1	$1.33M	Sell	49,999 -380	-0.8%	-$10.1K	0.09%	188
2024 Q4	$1.31M	Buy	50,379 +5,421	+12%	+$141K	0.09%	185
2024 Q3	$1.2M	Buy	44,958 +789	+2%	+$21.1K	0.08%	185
2024 Q2	$1.09M	Sell	44,169 -3,678	-8%	-$90.8K	0.08%	188
2024 Q1	$1.21M	Buy	47,847 +2,757	+6%	+$69.8K	0.1%	178
2023 Q4	$1.05M	Buy	45,090 +609	+1%	+$14.2K	0.09%	186
2023 Q3	$956K	Buy	44,481 +2,160	+5%	+$46.4K	0.09%	187
2023 Q2	$946K	Sell	42,321 -2,994	-7%	-$67K	0.08%	194
2023 Q1	$991K	Buy	+45,315	New	+$991K	0.1%	178
2022 Q3	$877K	Sell	44,949 -6,624	-13%	-$129K	0.1%	178
2022 Q2	$1.07M	Sell	51,573 -4,128	-7%	-$85.9K	0.12%	153
2022 Q1	$1.33M	Sell	55,701 -2,982	-5%	-$70.9K	0.13%	145
2021 Q4	$1.43M	Sell	58,683 -1,107	-2%	-$27K	0.14%	147
2021 Q3	$1.35M	Buy	59,790 +156	+0.3%	+$3.51K	0.14%	147
2021 Q2	$1.36M	Sell	59,634 -6,081	-9%	-$139K	0.14%	146
2021 Q1	$1.43M	Sell	65,715 -141	-0.2%	-$3.07K	0.17%	127
2020 Q4	$1.31M	Buy	65,856 +2,685	+4%	+$53.3K	0.16%	118
2020 Q3	$1.1M	Buy	63,171 +2,541	+4%	+$44.2K	0.16%	122
2020 Q2	$1.01M	Buy	60,630 +3,780	+7%	+$63.2K	0.16%	127
2020 Q1	$839K	Buy	56,850 +423	+0.7%	+$6.24K	0.16%	122
2019 Q4	$1.13M	Buy	56,427 +3,843	+7%	+$77K	0.18%	118
2019 Q3	$994K	Buy	52,584 +6,159	+13%	+$116K	0.18%	129
2019 Q2	$871K	Sell	46,425 -435	-0.9%	-$8.16K	0.16%	142
2019 Q1	$835K	Buy	46,860 +1,920	+4%	+$34.2K	0.1%	204
2018 Q4	$740K	Sell	44,940 -589,155	-93%	-$9.7M	0.16%	137
2018 Q3	$4.04M	Sell	634,095 -1,247,700	-66%	-$7.94M	0.05%	339
2018 Q2	$11.8M	Buy	1,881,795 +1,848,090	+5,483%	+$11.6M	0.13%	167
2018 Q1	$580K	Buy	33,705 +612	+2%	+$10.5K	0.11%	183
2017 Q4	$612K	Buy	33,093 +20,985	+173%	+$388K	0.11%	177
2017 Q3	$212K	Buy	+12,108	New	+$212K	0.04%	356