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

Cornerstone Enterprises’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	$360K	Buy	12,428 +2	+0%	+$56	0.16%	38
2026 Q1	$312K	Hold	12,426	–	–	0.16%	34
2025 Q4	$326K	Hold	12,426	–	–	0.16%	32
2025 Q3	$319K	Hold	12,426	–	–	0.16%	27
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	+$215K	0.21%	25

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 Enterprises's SCHB Position: Q2 2026 in Review

Cornerstone Enterprises increased its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, buying an estimated $56 and bringing the position to 12,428 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #38.

Cornerstone Enterprises first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Cornerstone Enterprises held 12,428 shares of Schwab US Broad Market ETF worth $360K as of Q2 2026.
Cornerstone Enterprises bought 2 Schwab US Broad Market ETF shares in Q2 2026, an estimated $56.
Schwab US Broad Market ETF made up 0.16% of Cornerstone Enterprises's portfolio in Q2 2026, its #38 holding.
Cornerstone Enterprises first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Cornerstone Enterprises's 13F filing for Q2 2026, filed 23 Jul 2026.