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	Buy	+25,494	New	+$274K	0.05%	284

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cornerstone Wealth Management's SCHX Position: Q1 2026 in Review

Cornerstone Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 10,395 shares — an estimated $280K sold.

Cornerstone Wealth Management first reported a position in SCHX in Q4 2018 and held it in 5 quarters. The position peaked at $280K in Q4 2025. 1,545 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cornerstone Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Wealth Management sold 10,395 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $280K.
Cornerstone Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and held it in 5 quarters.
Cornerstone Wealth Management's Schwab US Large- Cap ETF position peaked at $280K in Q4 2025.
1,545 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.