Skip to content
Disclosery

Cornerstone Wealth Advisors, Inc.: SCHR position timeline

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

Cornerstone Wealth Advisors, Inc. held 4,120,062 SCHR 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 4,120,062 shares
    Change vs previous 13F +126,849 shares

    21.29% of the 13F portfolio, value $101,600,732.

    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 3,993,213 shares
    Change vs previous 13F +230,217 shares

    22.9% of the 13F portfolio, value $99,470,946.

    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 3,762,996 shares
    Change vs previous 13F +106,603 shares

    21.95% of the 13F portfolio, value $94,375,946.

    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 3,656,393 shares
    Change vs previous 13F +185,752 shares

    22.24% of the 13F portfolio, value $91,885,145.

    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 3,470,641 shares
    Change vs previous 13F +48,995 shares

    22.45% of the 13F portfolio, value $86,870,156.

    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 3,421,646 shares
    Change vs previous 13F +114,050 shares

    23.62% of the 13F portfolio, value $85,062,131.

    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 3,307,596 shares
    Change vs previous 13F +1,738,457 shares

    22.05% of the 13F portfolio, value $80,341,518.

    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 1,569,139 shares
    Change vs previous 13F not available

    22.07% of the 13F portfolio, value $79,398,456.

    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).