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Cornerstone Wealth Group, LLC: SCHX position timeline

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

Cornerstone Wealth Group, LLC held 1,198,819 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,198,819 shares
    Change vs previous 13F -24,142 shares

    2.1% of the 13F portfolio, value $35,281,240.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
    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 1,222,961 shares
    Change vs previous 13F -48,808 shares

    2.19% of the 13F portfolio, value $33,973,857.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
    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 1,271,769 shares
    Change vs previous 13F -48,006 shares

    2.34% of the 13F portfolio, value $34,223,291.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
    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 1,319,775 shares
    Change vs previous 13F -11,274 shares

    2.35% of the 13F portfolio, value $34,762,883.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
    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 1,331,049 shares
    Change vs previous 13F -26,173 shares

    2.44% of the 13F portfolio, value $32,530,839.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
    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 1,357,222 shares
    Change vs previous 13F -23,073 shares

    2.49% of the 13F portfolio, value $29,967,467.

    13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, LLC
    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 1,380,295 shares
    Change vs previous 13F +919,985 shares

    2.62% of the 13F portfolio, value $31,995,241.

    13F-HR 0001214659-25-001100 filed by Cornerstone Wealth Group, LLC
    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 460,310 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $31,232,017.

    13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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