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

Cornerstone Wealth Management’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 		– Sell
-10,395
Closed -$280K – 732
2025
Q4 		$280K Buy
+10,395
New +$278K 0.01% 566
2020
Q1 		– Sell
-19,506
Closed -$250K – 372
2019
Q4 		$250K Buy
19,506
+18
+0.1% +$221 0.04% 299
2019
Q3 		$230K Sell
19,488
-984
-5% -$11.6K 0.04% 306
2019
Q2 		$240K Buy
+20,472
New +$235K 0.04% 313
2019
Q1 		– Sell
-25,494
Closed -$254K – 519
2018
Q4 		$254K Sell
25,494
-875,904
-97% -$9.4M 0.05% 284
2018
Q3 		$2.48M Sell
901,398
-443,904
-33% -$5.05M 0.03% 448
2018
Q2 		$3.44M Buy
+1,345,302
New +$14.5M 0.04% 395

Other funds holding SCHX

US Bancorp
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return