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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $4.8M 97k 49.24

More positions owned by Cornerstone Wealth Group

NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)

View all positions for Cornerstone Wealth Group

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF