Schwab U S Small Cap ETF shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.5M | 122k | 28.48 |
| 2025-09-30 | $4.3M | 156k | 27.90 |
| 2025-06-30 | $4.3M | 169k | 25.30 |
| 2025-03-31 | $4.3M | 182k | 23.43 |
| 2024-12-31 | $5.1M | 196k | 25.86 |
| 2024-09-30 | $5.0M | 97k | 51.50 |
| 2024-06-30 | $4.6M | 98k | 47.45 |
| 2024-03-31 | $4.8M | 97k | 49.24 |