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

Cornerstone Advisors Asset Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$931K	Buy	32,164 +5,928	+23%	+$166K	0.12%	73
2026 Q1	$659K	Buy	26,236 +74	+0.3%	+$1.94K	0.1%	90
2025 Q4	$686K	Buy	26,162 +81	+0.3%	+$2.11K	0.11%	81
2025 Q3	$671K	Buy	26,081 +76	+0.3%	+$1.88K	0.12%	79
2025 Q2	$620K	Buy	26,005 +76	+0.3%	+$1.67K	0.12%	75
2025 Q1	$558K	Buy	25,929 +80	+0.3%	+$1.82K	0.11%	85
2024 Q4	$587K	Buy	25,849 +91	+0.4%	+$2.08K	0.13%	74
2024 Q3	$571K	Buy	25,758 +162	+0.6%	+$3.46K	0.13%	73
2024 Q2	$536K	Hold	25,596	–	–	0.15%	74
2024 Q1	$521K	Hold	25,596	–	–	0.18%	72
2023 Q4	$475K	Hold	25,596	–	–	0.18%	73
2023 Q3	$425K	Hold	25,596	–	–	0.17%	74
2023 Q2	$441K	Hold	25,596	–	–	0.19%	68
2023 Q1	$408K	Buy	+25,596	New	+$400K	0.2%	63

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cornerstone Advisors Asset Management's SCHB Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its Schwab US Broad Market ETF (SCHB) stake by 23% in Q2 2026, buying an estimated $166K and bringing the position to 32,164 shares worth $931K. The position accounts for 0.12% of the portfolio, ranked #73.

Cornerstone Advisors Asset Management first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Cornerstone Advisors Asset Management held 32,164 shares of Schwab US Broad Market ETF worth $931K as of Q2 2026.
Cornerstone Advisors Asset Management bought 5,928 Schwab US Broad Market ETF shares in Q2 2026, an estimated $166K.
Schwab US Broad Market ETF made up 0.12% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #73 holding.
Cornerstone Advisors Asset Management first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.