Cornerstone Financial Management LLC
Position in SCHX — Schwab U.S. Large-Cap ETF
CIK 2110329
PROVIDENCE, RI
All Filings in SCHX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHX | $4,572,921 | 155,383 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 SCHX | $3,929,176 | 153,244 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 SCHX | $3,811,048 | 141,622 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||