Cornerstone Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1674117 ST. PETERS, MO

Position in SCHW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$578,532

+$28,374 QoQ

Shares Held

6,270

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,442

of 2,304 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $7,863,377 across 6 Capital Markets names. SCHW ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	10,662	$3,003,272
2	GS	Goldman Sachs Group Inc	1,971	$1,993,410
3	MS	Morgan Stanley	5,293	$1,106,448
4	HOOD	Robinhood Markets, Inc.	6,919	$693,837
5	SCHW	Schwab Charles Corp This page	6,270	$578,532
6	VIRT	Virtu Financial, Inc.	8,190	$487,878

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,532	6,270	+7.1%	Shares	Sole	2026-07-22
2026-03-31	$550,158	5,854	+1.6%	Shares	Sole	2026-04-24
2025-12-31	$575,681	5,762	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$565,564	5,924	-8.2%	Shares	Sole	2025-11-04
2025-06-30	$588,771	6,453	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$512,812	6,551	+2.1%	Shares	Sole	2025-04-18
2024-12-31	$475,070	6,419	-7.9%	Shares	Sole	2025-01-21
2024-09-30	$451,790	6,971	-0.6%	Shares	Sole	2024-10-16
2024-06-30	$517,009	7,016	-5.9%	Shares	Sole	2024-07-16
2024-03-31	$539,367	7,456	+13.3%	Shares	Sole	2024-04-19
2023-12-31	$452,635	6,579	+14.1%	Shares	Sole	2024-01-10
2023-09-30	$316,498	5,765	+22.0%	Shares	Sole	2023-11-07
2023-06-30	$267,813	4,725	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.