Schwab U S Small Cap ETF shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 20k | 27.90 |
| 2025-06-30 | $529k | 21k | 25.30 |
| 2025-03-31 | $463k | 20k | 23.43 |
| 2024-12-31 | $529k | 20k | 25.86 |
| 2024-09-30 | $552k | 11k | 51.50 |
| 2024-06-30 | $506k | 11k | 47.45 |
| 2024-03-31 | $540k | 11k | 49.24 |
| 2023-12-31 | $537k | 11k | 47.24 |
| 2023-09-30 | $466k | 11k | 41.42 |
| 2023-06-30 | $498k | 11k | 43.80 |
| 2023-03-31 | $491k | 12k | 41.93 |
| 2022-12-31 | $471k | 12k | 40.51 |
| 2022-09-30 | $426k | 11k | 37.81 |
| 2022-06-30 | $478k | 12k | 39.00 |
| 2022-03-31 | $609k | 13k | 47.33 |
| 2021-12-31 | $829k | 8.1k | 102.35 |
| 2021-09-30 | $882k | 8.8k | 100.15 |
| 2021-06-30 | $969k | 9.2k | 104.89 |
| 2021-03-31 | $1.1M | 11k | 99.64 |
More positions owned by Cornerstone Wealth Advisors
View all positions for Cornerstone Wealth Advisors