W.H. Cornerstone Investments’s Charles Schwab SCHW Stock Holding History

W.H. Cornerstone Investments’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 Q1	$256K	Buy	2,723 +9	+0.3%	+$883	0.16%	108
2025 Q4	$271K	Buy	2,714 +7	+0.3%	+$664	0.16%	99
2025 Q3	$258K	Buy	2,707 +8	+0.3%	+$759	0.16%	100
2025 Q2	$246K	Buy	+2,699	New	+$226K	0.16%	98
2024 Q3	–	Sell	-4,107	Closed	-$303K	–	130
2024 Q2	$303K	Buy	4,107 +14	+0.3%	+$1.03K	0.21%	94
2024 Q1	$296K	Sell	4,093 -77	-2%	-$5.07K	0.21%	99
2023 Q4	$287K	Buy	+4,170	New	+$241K	0.23%	104
2023 Q2	–	Sell	-18,798	Closed	-$985K	–	131
2023 Q1	$985K	Buy	18,798 +2,885	+18%	+$211K	0.89%	36
2022 Q4	$1.32M	Buy	15,913 +1,579	+11%	+$123K	1.25%	20
2022 Q3	$1.03M	Buy	+14,334	New	+$995K	1.08%	28

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

W.H. Cornerstone Investments's SCHW Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Charles Schwab (SCHW) stake by 0.33% in Q1 2026, buying an estimated $883 and bringing the position to 2,723 shares worth $256K. The position accounts for 0.16% of the portfolio, ranked #108.

W.H. Cornerstone Investments first reported a position in SCHW in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2022. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

W.H. Cornerstone Investments held 2,723 shares of Charles Schwab worth $256K as of Q1 2026.
W.H. Cornerstone Investments bought 9 Charles Schwab shares in Q1 2026, an estimated $883.
Charles Schwab made up 0.16% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #108 holding.
W.H. Cornerstone Investments first reported a position in Charles Schwab in Q3 2022 and has held it in 10 quarters since.
W.H. Cornerstone Investments's Charles Schwab position peaked at $1.32M in Q4 2022.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.