CWM
SCHW

Cornerstone Wealth Management’s Charles Schwab SCHW Stock Holding History

Cornerstone Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$578K Buy
6,270
+416
+7% +$37.9K 0.02% 455
2026
Q1 		$550K Buy
5,854
+92
+2% +$9.02K 0.03% 425
2025
Q4 		$576K Sell
5,762
-162
-3% -$15.4K 0.03% 396
2025
Q3 		$566K Sell
5,924
-529
-8% -$50.2K 0.03% 391
2025
Q2 		$589K Sell
6,453
-98
-1% -$8.21K 0.04% 358
2025
Q1 		$513K Buy
6,551
+132
+2% +$10.4K 0.03% 360
2024
Q4 		$475K Sell
6,419
-552
-8% -$41.3K 0.03% 364
2024
Q3 		$452K Sell
6,971
-45
-0.6% -$2.96K 0.03% 376
2024
Q2 		$517K Sell
7,016
-440
-6% -$32.5K 0.04% 325
2024
Q1 		$539K Buy
7,456
+877
+13% +$57.8K 0.04% 320
2023
Q4 		$453K Buy
6,579
+814
+14% +$47K 0.04% 335
2023
Q3 		$317K Buy
5,765
+1,040
+22% +$62.9K 0.03% 411
2023
Q2 		$268K Buy
+4,725
New +$247K 0.02% 425

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cornerstone Wealth Management increased its Charles Schwab (SCHW) stake by 7.1% in Q2 2026, buying an estimated $37.9K and bringing the position to 6,270 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #455.

Cornerstone Wealth Management first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $589K in Q2 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cornerstone Wealth Management held 6,270 shares of Charles Schwab worth $578K as of Q2 2026.
  • Cornerstone Wealth Management bought 416 Charles Schwab shares in Q2 2026, an estimated $37.9K.
  • Charles Schwab made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Cornerstone Wealth Management first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Wealth Management's Charles Schwab position peaked at $589K in Q2 2025.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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