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Schwab U S Large Cap Growth ETF shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 74k 31.91
2025-06-30 $2.1M 72k 29.21
2025-03-31 $1.9M 76k 25.04
2024-12-31 $2.2M 78k 27.87
2024-09-30 $1.9M 19k 104.18
2024-06-30 $1.9M 19k 100.84
2024-03-31 $1.8M 19k 92.72
2023-12-31 $1.4M 17k 82.96
2023-09-30 $1.2M 17k 72.72
2023-06-30 $1.3M 18k 74.95
2023-03-31 $1.2M 19k 65.17
2022-09-30 $1.1M 19k 55.79
2022-06-30 $1.1M 20k 58.01
2022-03-31 $1.4M 18k 74.80
2021-12-31 $1.5M 9.4k 163.74
2021-09-30 $1.8M 12k 148.08
2021-06-30 $1.8M 13k 145.93
2021-03-31 $1.7M 13k 129.75
2020-12-31 $1.7M 13k 128.40
2020-09-30 $1.3M 12k 115.18
2020-06-30 $1.1M 11k 101.54
2020-03-31 $894k 11k 79.61
2019-12-31 $1.0M 11k 92.90
2019-09-30 $851k 10k 84.06
2019-06-30 $692k 8.3k 83.31
2019-03-31 $933k 9.4k 99.16
2018-12-31 $647k 9.4k 68.89
2018-09-30 $2.9M 195k 14.96
2018-06-30 $7.9M 603k 13.14
2018-03-31 $522k 7.5k 69.91
2017-12-31 $507k 7.0k 72.71

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)

View all positions for Cornerstone Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF