Back to SCHW-PJ
Cornerstone Financial Management LLC → SCHW-PJ
Cornerstone Financial Management LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$10K
Q2 2026
Peak value
$4.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13K |
| Q4 2025 | $13K |
| Q4 2025 | $3.8M |
| Q4 2025 | $3.8M |
| Q4 2025 | $9K |
| Q4 2025 | $9K |
| Q1 2026 | $16K |
| Q1 2026 | $16K |
| Q1 2026 | $3.9M |
| Q1 2026 | $3.9M |
| Q1 2026 | $10K |
| Q1 2026 | $10K |
| Q2 2026 | $19K |
| Q2 2026 | $19K |
| Q2 2026 | $4.6M |
| Q2 2026 | $4.6M |
| Q2 2026 | $10K |
| Q2 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $10K | 330 | — | — |
| Q2 2026 | $10K | 330 | — | — |
| Q2 2026 | $4.6M | 155.4K | — | — |
| Q2 2026 | $4.6M | 155.4K | — | — |
| Q2 2026 | $19K | 211 | — | — |
| Q2 2026 | $19K | 211 | — | — |
| Q1 2026 | $10K | 330 | — | — |
| Q1 2026 | $10K | 330 | — | — |
| Q1 2026 | $3.9M | 153.2K | — | — |
| Q1 2026 | $3.9M | 153.2K | — | — |
| Q1 2026 | $16K | 167 | — | — |
| Q1 2026 | $16K | 167 | — | — |
| Q4 2025 | $9K | 330 | — | — |
| Q4 2025 | $9K | 330 | — | — |
| Q4 2025 | $3.8M | 141.6K | — | — |
| Q4 2025 | $3.8M | 141.6K | — | — |
| Q4 2025 | $13K | 127 | — | — |
| Q4 2025 | $13K | 127 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Cornerstone Financial Management LLC positions
VGES
$6.1MVANGUARD MORNINGSTAR MEGA CAP VALUE ETF
VGES
$6.1MVANGUARD MORNINGSTAR MEGA CAP VALUE ETF
VGES
$5.8MVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
VGES
$5.8MVANGUARD MORNINGSTAR MEGA CAP GROWTH ETF
VGES
$5.5MVANGUARD SHORT-TERM TREASURY ETF
VGES
$5.5MVANGUARD SHORT-TERM TREASURY ETF
VGES
$5.4MVANGUARD MEGA CAP VALUE ETF
VGES
$5.4MVANGUARD MEGA CAP VALUE ETF