Cornerstone Advisory, LLC

Position in SCHW — Schwab Charles Corp

CIK 1668189 HUNT VALLEY, MD

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$345,551

+$81 QoQ

Shares Held

3,745

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,665

of 2,304 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $2,280,738 across 4 Capital Markets names. SCHW ranks #4 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	762	$770,663
2	MS	Morgan Stanley	2,835	$592,628
3	HOOD	Robinhood Markets, Inc.	5,703	$571,896
4	SCHW	Schwab Charles Corp This page	3,745	$345,551

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,551	3,745	+1.9%	Shares	Sole	2026-07-29
2026-03-31	$345,470	3,676	+12.9%	Shares	Sole	2026-05-04
2025-12-31	$325,406	3,257	+7.6%	Shares	Sole	2026-01-28
2025-09-30	$289,083	3,028	+1.1%	Shares	Sole	2025-11-07
2025-06-30	$273,263	2,995	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$234,292	2,993	+0.0%	Shares	Sole	2025-05-07
2024-12-31	$221,437	2,992	-57.1%	Shares	Sole	2025-02-18
2024-03-31	$504,499	6,974	-28.5%	Shares	Sole	2024-05-08
2023-12-31	$671,488	9,760	-4.2%	Shares	Sole	2024-02-13
2023-09-30	$559,595	10,193	-61.9%	Shares	Sole	2023-11-14
2023-06-30	$1,515,396	26,736	+5.1%	Shares	Sole	2023-07-20
2023-03-31	$1,332,861	25,446	+94144.4%	Shares	Sole	2023-05-04
2021-12-31	$2,270	27	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.