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Cornerstone Wealth Advisors, Inc.: SCHO position timeline

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

Cornerstone Wealth Advisors, Inc. held 179,940 SCHO 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 179,940 shares
    Change vs previous 13F +9,190 shares

    0.91% of the 13F portfolio, value $4,343,752.

    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 170,750 shares
    Change vs previous 13F +22,393 shares

    0.95% of the 13F portfolio, value $4,144,103.

    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 148,357 shares
    Change vs previous 13F -795 shares

    0.84% of the 13F portfolio, value $3,615,460.

    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 149,152 shares
    Change vs previous 13F -163 shares

    0.88% of the 13F portfolio, value $3,639,309.

    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 149,315 shares
    Change vs previous 13F +4,175 shares

    0.94% of the 13F portfolio, value $3,640,300.

    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 145,140 shares
    Change vs previous 13F +33,015 shares

    0.98% of the 13F portfolio, value $3,532,708.

    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 112,125 shares
    Change vs previous 13F +53,363 shares

    0.74% of the 13F portfolio, value $2,697,728.

    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 58,762 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,878,163.

    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).