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

Cornerstone Financial Group’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
2025
Q1 		– Sell
-10,122
Closed -$230K – 68
2024
Q4 		$230K Buy
+10,122
New +$231K 0.23% 64

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BFG
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HWM
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Cornerstone Financial Group's SCHB Position: Q1 2025 in Review

Cornerstone Financial Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 10,122 shares — an estimated $230K sold.

Cornerstone Financial Group first reported a position in SCHB in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Cornerstone Financial Group reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Financial Group sold 10,122 Schwab US Broad Market ETF shares in Q1 2025, an estimated $230K.
  • Cornerstone Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 1 quarter.
  • Cornerstone Financial Group's Schwab US Broad Market ETF position peaked at $230K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Cornerstone Financial Group's 13F filing for Q1 2025, filed 13 May 2025.