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Cornerstone Wealth Advisors, Inc.: SCHV position timeline

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

Cornerstone Wealth Advisors, Inc. held 652,147 SCHV 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 652,147 shares
    Change vs previous 13F +9,032 shares

    4.76% of the 13F portfolio, value $22,701,249.

    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 643,115 shares
    Change vs previous 13F +14,231 shares

    4.52% of the 13F portfolio, value $19,615,013.

    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 628,884 shares
    Change vs previous 13F +30,774 shares

    4.33% of the 13F portfolio, value $18,621,260.

    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 598,110 shares
    Change vs previous 13F +12,750 shares

    4.21% of the 13F portfolio, value $17,410,977.

    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 585,360 shares
    Change vs previous 13F +8,226 shares

    4.19% of the 13F portfolio, value $16,196,919.

    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 577,134 shares
    Change vs previous 13F -3,220 shares

    4.26% of the 13F portfolio, value $15,340,225.

    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 580,354 shares
    Change vs previous 13F +391,144 shares

    4.15% of the 13F portfolio, value $15,129,820.

    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 189,210 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $15,206,781.

    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).