Cornerstone Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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