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Cornerstone Wealth Advisors, Inc.: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Advisors, Inc. on SCHE, newest first. How the timeline and the estimate are built.

Cornerstone Wealth Advisors, Inc. held 220,246 SCHE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,246 shares
    Change vs previous 13F +3,069 shares

    1.67% of the 13F portfolio, value $7,986,102.

    13F-HR 0001862176-26-000003 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 217,177 shares
    Change vs previous 13F +22,542 shares

    1.65% of the 13F portfolio, value $7,155,968.

    13F-HR 0001862176-26-000002 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 194,635 shares
    Change vs previous 13F -1,161 shares

    1.48% of the 13F portfolio, value $6,374,282.

    13F-HR 0001862176-26-000001 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 195,796 shares
    Change vs previous 13F -3,715 shares

    1.58% of the 13F portfolio, value $6,533,703.

    13F-HR 0001862176-25-000003 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 199,511 shares
    Change vs previous 13F -4,955 shares

    1.55% of the 13F portfolio, value $6,013,253.

    13F-HR 0001085146-25-003954 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 204,466 shares
    Change vs previous 13F -3,459 shares

    1.57% of the 13F portfolio, value $5,637,129.

    13F-HR 0001085146-25-002184 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 207,925 shares
    Change vs previous 13F -1,455 shares

    1.52% of the 13F portfolio, value $5,537,044.

    13F-HR 0001085146-25-000363 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 209,380 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $6,109,722.

    13F-HR 0001085146-24-005139 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).