Cornerstone Advisors Asset Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$620K Buy
2025
Q1
$558K Buy
2024
Q4
$587K Buy
2024
Q3
$571K Buy
2024
Q2
$536K Hold
2024
Q1
$521K Hold
2023
Q4
$475K Hold
2023
Q3
$425K Hold
2023
Q2
$441K Hold
2023
Q1
$408K Buy