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Cornerstone Wealth Advisors, Inc.: SCHF position timeline

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

Cornerstone Wealth Advisors, Inc. held 923,776 SCHF 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 923,776 shares
    Change vs previous 13F +10,057 shares

    5.36% of the 13F portfolio, value $25,588,586.

    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 913,719 shares
    Change vs previous 13F +125,358 shares

    5.21% of the 13F portfolio, value $22,614,555.

    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 788,361 shares
    Change vs previous 13F +85,410 shares

    4.41% of the 13F portfolio, value $18,952,208.

    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 702,951 shares
    Change vs previous 13F +80,503 shares

    3.96% of the 13F portfolio, value $16,364,708.

    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 622,448 shares
    Change vs previous 13F +50,765 shares

    3.55% of the 13F portfolio, value $13,756,109.

    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 571,683 shares
    Change vs previous 13F +5,805 shares

    3.14% of the 13F portfolio, value $11,307,881.

    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 565,878 shares
    Change vs previous 13F +292,360 shares

    2.87% of the 13F portfolio, value $10,468,735.

    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 273,518 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $11,247,042.

    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).