Cornerstone Enterprises’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Hold
12,426
0.16% 28
2025
Q1
$268K Hold
12,426
0.16% 27
2024
Q4
$282K Hold
12,426
0.17% 27
2024
Q3
$276K Hold
12,426
0.17% 28
2024
Q2
$260K Hold
12,426
0.17% 31
2024
Q1
$252K Hold
12,426
0.19% 32
2023
Q4
$231K Buy
+12,426
New +$231K 0.21% 25