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

Cornerstone Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$280K	Buy
2020 Q1	–	Sell
2019 Q4	$250K	Buy
2019 Q3	$230K	Sell
2019 Q2	$240K	Buy
2019 Q1	–	Sell
2018 Q4	$254K	Sell
2018 Q3	$2.48M	Sell
2018 Q2	$3.44M	Buy