Cornerstone Wealth Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1774879 HUNTERSVILLE, NC

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$411,431

+$10,889 QoQ

Shares Held

4,459

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,592

of 2,304 holders

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $7,578,181 across 4 Capital Markets names. SCHW ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	5,730	$5,795,150
2	MS	Morgan Stanley	6,001	$1,254,449
3	SCHW	Schwab Charles Corp This page	4,459	$411,431
4	NMR	Nomura Holdings Inc	13,343	$117,151

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,431	4,459	+4.6%	Shares	Sole	2026-07-27
2026-03-31	$400,542	4,262	+2.4%	Shares	Sole	2026-04-22
2025-12-31	$415,925	4,163	+11.5%	Shares	Sole	2026-01-26
2025-09-30	$356,294	3,732	+13.2%	Shares	Sole	2025-10-30
2025-06-30	$300,818	3,297	+22.4%	Shares	Sole	2025-07-28
2025-03-31	$210,808	2,693	-94.1%	Shares	Sole	2025-04-23
2023-03-31	$2,376,952	45,379	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.