Cornerstone Enterprises’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cornerstone Enterprises’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,692	Closed	-$355K	–	33
2025 Q1	$355K	Sell	12,692 -117	-0.9%	-$3.26K	0.22%	25
2024 Q4	$350K	Sell	12,809 -3,796	-23%	-$108K	0.21%	26
2024 Q3	$468K	Sell	16,605 -249	-1%	-$6.78K	0.29%	23
2024 Q2	$437K	Sell	16,854 -1,191	-7%	-$31K	0.29%	27
2024 Q1	$482K	Sell	18,045 -13,656	-43%	-$353K	0.35%	25
2023 Q4	$804K	Buy	+31,701	New	+$755K	0.72%	18

Other funds holding SCHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Enterprises's SCHD Position: Q2 2025 in Review

Cornerstone Enterprises sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 12,692 shares — an estimated $355K sold.

Cornerstone Enterprises first reported a position in SCHD in Q4 2023 and held it in 6 quarters. The position peaked at $804K in Q4 2023. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

Cornerstone Enterprises reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Enterprises sold 12,692 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $355K.
Cornerstone Enterprises first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 6 quarters.
Cornerstone Enterprises's Schwab US Dividend Equity ETF position peaked at $804K in Q4 2023.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Cornerstone Enterprises's 13F filing for Q2 2025, filed 23 Jul 2025.